Senior Loan Fulfillment Specialist

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

📋 Description

• Process loan applications as assigned.

• Manage applicant calls with precision, care, and urgency.

• Evaluate, validate, and process proof of income and identification documents prior to decision-making.

• Perform daily follow-ups via phone and email with applicants whose applications await documentation or information.

• Review applications in the active pipeline that have received new documentation or information from applicants.

• Follow up on applications escalated for Fraud Team review that remain unanswered within 24 hours.

• Comply with Genesys schedules for breaks, lunches, and assigned tasks.

• Maintain efficiency, quality, and speed while adhering to deadlines and service level agreements (SLAs) without increasing risk exposure.

• Identify risks, inconsistencies, or indicators of fraud and take appropriate actions to mitigate them.

• Collaborate with fraud prevention, BPO, and operations teams on processes, procedures, and decision-making.

• Identify gaps in processes and suggest solutions to enhance workflow, scalability, and performance.

• Provide feedback, trends, and insights to support continuous improvement initiatives.

• Monitor and respond to Slack updates and follow-up requests.

• Attend team huddles, meetings, and scheduled training sessions.

• Complete BVS training assignments as required by the Compliance Team.

• Review QA scorecards and dispute findings as necessary.

⛳️ Requirements

• A minimum of 2 years of experience in a loan origination environment.

• Ability to manage large volumes of applications while ensuring accuracy.

• Comfortable balancing application/case work with incoming phone calls.

• Strong attention to detail and effective time management skills.

• Excellent written and verbal communication abilities.

• Adaptability to shifts in priorities and process updates.

• Team-oriented mindset with a focus on collaboration and accountability.

• Strong problem-solving skills and sound judgment in escalation situations.

• Positive, proactive attitude with curiosity about the impact on the Applicant journey.

• Availability to work from 9 AM to 6 PM EST for main shift hours and from 8 AM to 5 PM PST / 11 AM to 8 PM EST for training shifts for approximately 6 weeks.

• Must be open to working occasional weekends.

• Visa sponsorship is not offered.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance options.

• Eligibility for a monthly bonus.

• 401k plan with a matching contribution.

• Generous paid time off (PTO) policy including sick leave, vacation, volunteer time, and more.

• 12 weeks of paid parental leave.

• Company-funded short and long-term disability, as well as life insurance.

• Monthly technology stipend to assist with remote work expenses.

• Fully distributed workforce with 100% remote capability.