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Loan Specialist

  • Location: Newport Beach, California, 92660
  • Job Type:Permanent

Posted 23 days ago

Title: Loan Specialist

Location: Newport Beach, California

Type: Permanent


Incredible teams doing exceptional work, every day

In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.


Duties and Responsibilities

Loan Specialist

You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers. Individual must have a thorough understanding of SFR processing, documentation and underwriting.


What you’ll do as a Loan Specialist:

  • Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level.
  • Review set-up loan files for completeness and identify missing documentation and/or problems
  • Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and the bank’s loan program criteria and are accurately documented.
  • Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
  • Complete KYC Flightpath compliance for all loan types
  • Utilize and apply FNMA lending guidelines and other industry compliance regulations
  • Prepare pre-qualification and/or commitment letters for loan officer review.


You could be a great fit if you have:

  • A high school diploma required (college degree preferred).
  • 3 – 5 years of experience in residential processing & underwriting is required, commercial and/or construction loan processing and underwriting suggested but not required.
  • Advance computer skills are required.
  • Additional work experience with an emphasis on customer service preferred.


Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.


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