Processing Analyst

This is a fully remote position, open to applicants in Colombia, +5 more countries.

📋 Description

• Oversee the clearing of conditions and manage documentation workflows.

• Track pipeline progress and ensure adherence to operational service level agreements (SLAs).

• Verify that loan files are complete and meet quality standards.

• Facilitate collaboration among underwriting, title, valuation, closing, legal, and additional teams.

• Address and resolve operational bottlenecks and escalations.

• Maintain process documentation and workflow controls.

• Propel improvements in operational efficiency and service quality.

• Evaluate assigned loan files, prioritizing urgent or time-sensitive matters.

• Reach out to customers and follow up on pending documents or information.

• Analyze documents to identify any missing or inconsistent information.

• Update loan files, including notes, statuses, and next steps.

• Respond to underwriting inquiries and resolve outstanding conditions.

• Communicate with Sales and customers about file statuses, challenges, delays, and required information.

• Manage the closing process, which includes coordinating notary arrangements, executing loan documents, making confirmation calls, performing final ID verifications, and updating insurance.

• Take ownership of assigned loan files from receipt through Underwriting and, for approved loans, through Closing.

• Conduct customer interviews to gather information on business, property, ownership, debts, and loan purposes.

• Keep accurate records while meeting Processing SLAs, quality benchmarks, and documentation requirements.

⛳️ Requirements

• A Bachelor’s degree or equivalent experience is mandatory.

• 1-3 years of experience in the banking or finance sector.

• Practical experience in lending, preferably in commercial lending, with knowledge of commercial loan documents, corporate documents, and banking statements.

• Capability to read and interpret title commitments.

• Preferred experience in commercial lending, loan processing, mortgage lending, banking, or financial services.

• Familiarity with loan applications, customer documentation, underwriting, or closing processes is preferred.

• Strong attention to detail, effective communication skills, sense of ownership, organization, problem-solving abilities, follow-through, sound judgment, teamwork, adaptability, and professionalism.

• Basic understanding of commercial lending and loan documentation.

• Ability to manage and accurately update loan files in a Loan Origination System (LOS) or comparable platform.

• Proficiency in CRM, email, Microsoft Office/Google Workspace, DocuSign, and video conferencing tools.

• Must be able to communicate in English, both verbally and in writing.

• Resumes should be submitted in English.

🏝️ Benefits

• Paid time off (PTO)

• Fully remote work environment