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Loan Assistant

San Diego, CA

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Job Title: Loan Processing Assistant / Clerical Assistant

Work hours: 8-5 PM (there will be over-time offered daily and/or Saturdays)

About the company: This is a residential lender that offers home loans across the country. This team has double the amount of loans coming through their office due to the low interest rates.

Summary of Role: A Loan Processing Clerical Assistant is needed to help a team of 5 processors and Loan Assistants with 3rd party vendor follow up on all items ordered.

Will be making follow up calls to check on status of Title policies, Evidence of Insurance, Verification of Employment, etc.

Upon receipt of the items (appraisals, title, etc) the team member would organize, upload and label the items and add comment in the system. 

Job Requirements

  • Customer Service experience
  • Good communication skills – over the phone and email
  • Comfortable making follow up calls
  • Experience with lending/banking documents is a plus, not required.
  • Minimum of 3 years of Office Experience
  • Background requirements: there is a misdemeanor/felony background check prior to start. There is a drug test prior to start. The company also requires an education verification.
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