Loan Specialist I

AppleOne is proud to present:
Name: Loan Specialist I
Department: CLC RES MORTGAGE

Three days Hybrid Tue, Wed, Th, in office 8am-5pm local time.
Under direct supervision, uses knowledge and skills gained through on-the-job training to process commercial and/or retail loans and prepare approval or closing documents. Detailed instructions and established procedures are provided to perform routine tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Resolves common questions and problems and refers more complex issues to a higher level. Regular contact with internal and external clients is required to obtain, clarify or provide facts and information. Essential Duties and Responsibilities:

• Obtains required loan documentation and may process less complex loan applications.
• Orders credit verifications and third party services.
• Tracks receipt of and reviews legal documents.
• Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents.
• Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation.
• Prepares and compiles documents for review and approval.
• May prepare or review for accuracy, disclosures required by relevant consumer regulations.
• May schedule or coordinate loan closings and clear for disbursement of proceeds.
• Prepares compliance and accounting records and reports, as required by management and regulatory agencies.
• May perform basic loan calculations.
• Assists customers with basic inquires or problems.
• May perform pre-closing/post-closing/due diligence review of legal agreements and other closing documents to terms of loan commitment.
• Monitors existing loans and maintains files with sufficient documentation for third-party review and prepares files for timely audits.
• May prepare client communications on loan terms.
• Maintains currency in loan processing policies and procedures.
• Responsible for reviewing property and liability insurance to ensure it complies with bank policy and procedure.
• Independently prepares data input sheets and provides required information for loans to be boarded on the banks servicing system and ensure all loan coding is correct.
• Works with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution’s interests in the credit relationship.
• Performs other duties and responsibilities as assigned.

Skills: Knowledge, Skills, and Abilities: Knowledge of:

• Basic concepts, practices and procedures of commercial and retail loan processing.
• Basic principles of banking and finance.
• Financial markets and products.
• Compliance with all state and federal regulations

Parking is not provided but they are close to the metro station
Bank is an EOE/AA and VEVRAA Federal Contractor • Priority will be given to protected veterans • For more information, contact: Lindsay Silverman at Lindsay.Silverman@clientclient.com • EOE/AA: F/M/D/V/LGBT

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:

https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Experienced (Non-Manager)