Loan Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute administrative responsibilities associated with loan files, such as data entry, document uploads, and system updates.

• Precisely update the Loan Operating System (LOS) and relevant tools to represent the current loan status, milestones, and necessary data fields.

• Oversee assigned work queues and tasks to guarantee timely completion within specified service-level agreements (SLAs).

• Index, label, and arrange documentation according to established standards and naming conventions.

• Ensure that loan records are complete, accurate, and consistently represented across internal systems.

• Perform checklist-driven tasks with a high degree of attention to detail and consistency.

• Identify any missing, incomplete, or inconsistent information and flag items for review as per documented procedures.

• Achieve or surpass individual productivity, quality, and turnaround-time metrics.

• Adhere to standard operating procedures, job aids, and workflows without deviation.

• Maintain compliance with internal policies, regulatory requirements, and data security standards.

• Utilize internal dashboards, reports, and tools to monitor progress and task completion.

• Adjust work pace as necessary to meet daily and monthly operational demands.

• Engage in required training to understand systems, processes, and performance expectations.

• Report system issues, exceptions, or task blockers to leadership as instructed.

• Carry out additional administrative or operational tasks as assigned to bolster loan operations.

• Uphold the highest level of confidentiality and exercise sound judgment in managing sensitive information, including personal data, loan details, financial records, business information, and other proprietary materials.

⛳️ Requirements

• A high school diploma or GED is required; an associate's degree or higher is preferred.

• A working knowledge of mortgage loan documentation, document review, funding, and closing processes is necessary.

• Prior experience reviewing loan files for accuracy, completeness, and compliance before funding is strongly preferred.

• Experience in a production or metrics-driven environment is essential.

• Proficiency in Microsoft Office, especially Outlook, is required.

• Familiarity with loan origination systems (LOS), workflow systems, and mortgage-related databases is preferred.

🏝️ Benefits

• This position does not qualify for company-sponsored benefits.