LOAN PROCESSOR – Residential Mortgage

Do you LOVE helping and being of SERVICE to REAL ESTATE clients?

Are you a natural PEOPLE person with strong CUSTOMER SERVICE skills?

Do you have EXCELLENT English Skills & CONFIDENT being forward facing with clients?

If so, CONGRATS you may have just found your DREAM CAREER POSITION…

The Loan Processor role is a key leadership position for SOHO Realty & Mortgage. As a Loan Processor, you will be
responsible for accurately processing and documenting loan applications, ensuring compliance with company policies and industry regulations. Your role will involve working closely with loan officers, underwriters, and borrowers to gather and verify all necessary information for loan approvals.

We are seeking an exceptional individual who can handle client-facing responsibilities with confidence, maintain attention
to detail, and proactively drive transactions to successful closings.

At SOHO Realty & Mortgage, we value long-term career growth and are committed to supporting our team members. We’re not so much into temporary hookups, nor we’ll treat you as a remedy to this “gap” (Loan Processor) that we’re trying to fill. We’re in this together for the long run!

So if you’re someone looking for a LONG-TERM CAREER, we want you in our team and we
will share with you these benefits!
? HMO
? PTO
? Internet allowance
? Generator
? Performance Reviews
? …and a LOT more!

MUST NOTE:
? This is a FULL TIME 40 hours/ week position.
? This is a long term career opportunity, with 13th month and benefits after 90 days of successful performance. In
exchange we require an exclusive commitment, no outside project, clients, freelancing or P/T jobs.
? Must be willing to work US hours. You have at least 2 years experience
working US hours.
? You should like working with clients and be good at guiding them through the
lending process.
? Must be aligned with SOHO’s Core Values
? Should be ready to take responsibility.
? Must be good at connecting with clients and the team.
? Should be able to adapt well.
? Always strive to do your best, no matter what.
? Know how to work well with others, share what you know, and be a
positive team player.
If you don’t want a long-term career with growth potential **please do NOT apply**

THE IDEAL CANDIDATE:
?Has EXCELLENT English & People Skills, you LOVE connecting with people!
?Super DETAILED oriented, you always double check your work, “cross T’s and dot I’s”
?You are a self-starter who thrives in a team environment and is wired to “mark things
off the list” and get projects completed ahead of deadlines.
?Proven experience as a loan processor or similar role in the mortgage industry
?Experience working from SMALL SHOPS with a loan officer to LARGE mortgage
companies and corporations.
?A deep understanding of the mortgage industry, including knowledge of loan
products, underwriting guidelines, documentation, automated underwriting systems
and regulatory compliance is crucial.
?Eagerness to learn and stay up-to-date with industry trends and changes to provide
accurate information to clients.
?Effective communication is essential to interact with clients, loan officers,
underwriters, and other stakeholders.
?Ability to explain complex mortgage concepts clearly and concisely, listen actively to
clients’ needs, and provide prompt responses to inquiries.
?Strong attention to detail to identify any discrepancies, errors, or missing information
that could impact the loan process.
?Excellent organizational skills with the ability to manage multiple loan files
simultaneously while prioritizing tasks, meeting deadlines, and efficiently handling
paperwork to ensure a smooth loan process for clients.
?Ability to address challenges that may arise during the loan application process,
analyze situations, identify potential solutions, and make informed decisions to
overcome obstacles and provide exceptional service.
?Ability to work accurately in a fast-paced environment and adaptable to changes.
?Exhibit a customer-centric approach, demonstrating empathy, patience, and
professionalism while assisting clients throughout the loan process.
?Willingness to embrace technology and be proficient in using loan processing
software, customer relationship management (CRM) systems, and other tools
relevant to the industry.
?Adhere to legal and ethical standards in all aspects of loan processing. Stay informed
about relevant regulations such as the Real Estate Settlement Procedures Act
(RESPA) and the Truth in Lending Act (TILA) to ensure compliance.
?Demonstrate a willingness to learn and adapt to changes in regulations, industry
practices, and technology.
?Attend training sessions, industry conferences, and pursue relevant certifications to
stay ahead.
?Strong commitment to maintaining confidentiality and protecting sensitive
information.
?Like routine and knowing what to expect each week
?Excel at task management. Reliable and dependable to get consistent tasks done
each week.
?Understand how to prioritize client requests and deliver exceptional customer
service
?Fun-loving, people-person, relatable and professional.
?Driven by an insatiable DESIRE to make progress and help others.
?Demonstrate a solid typing WPM (ideally 45+ wpm)
?Excel at getting tasks done accurately and efficiently the FIRST time
?You are tech-savvy & figure out new tools without much hand-holding
?You excel at creating workflow efficiencies and using automation to save time

RESPONSIBILITIES INCLUDE:
?Outreach to clients- phone, email, etc
?Review and analyze loan applications, financial documents, and credit histories to
ensure accuracy and completeness.
?Verify borrower information, including employment, income, credit history, and
assets
?Communicate with clients, loan officers, underwriters, and other stakeholders to
gather necessary information and provide updates on loan progress.
?Maintain a high level of organization and manage multiple loan files efficiently,
meeting all required deadlines.
?Solve problems and address challenges that may arise during the loan application and
processing stages.
?Submit completed loan files to underwriting for approval, and Ensure compliance
with industry regulations and ethical standards in all loan processing activities.
?Monitor and track loan progress, keeping all parties updated on the status
?Coordinate loan closings and ensure all necessary documents are prepared and
signed accurately
?Stay abreast of industry developments, regulations, and best practices through
continuous learning and professional development.
?Provide exceptional customer service by understanding and addressing clients’
needs, ensuring a positive experience throughout the loan process.
?Help Desk Support
?Outreach & engagement with clients
?FB group- announcements & reminders
?Calendar management & updates in GCal
?Creating FAQs based on questions from the community
?Creating a “place” for everything within Gdrive
?Collaborating with solutions for efficiency
?Support CEO Clients: You must have a strong desire to support and assist our CEO
clients. Your role will involve providing exceptional service and assistance to meet
their unique needs and expectations.
Experience with technology & tools:
?EXPERT in ClickUp or any other project management system
?EXPERT in Loan Operating Systems – Experience in Calxy/ Lending Pad is PLUS
?Time Doctor (or other time tracking systems)
?GDrive & all Google Workspace Tools
?Google Chat/Meet

NEXT STEPS:
If this position sounds like YOU and you’re jumping for JOY at this opportunity, follow these instructions very carefully:

Send your updated resume/CV AND cover letter answering the following questions to Click to view
1) What attracts YOU to this position & why are you the BEST candidate?
2) What are the QUALITIES that make you a great TEAM MEMBER?
3) How many YEARS of experience as a Loan Processor?

**This is no time to be bashful… put your best foot forward and really sell yourself.. if you
don’t, someone else will 😉