Loan Specialist Job at Robert Half, Reston, VA

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  • Robert Half
  • Reston, VA

Job Description

Job Description

Job Description

We are offering an exciting opportunity in the financial services sector in Reston, Virginia, 20190, United States. The role is for a Loan Specialist who will be fundamental in handling customer applications, maintaining precise customer records, and managing customer queries. You will also be in charge of supervising customer accounts and taking the necessary actions.

Responsibilities:

• Oversee and manage the processing of customer credit applications with great precision and efficiency
• Use 'Abila MIP', 'Automated Underwriting System', 'Calyx Point', and 'CRM' to handle loan applications and customer accounts
• Ensure the maintenance of accurate and up-to-date customer credit records
• Handle and resolve customer inquiries in a timely and effective manner
• Utilize 'Data Processing', 'About Time', 'Closers', 'Closing Disclosure', 'Closing Documents', 'Closing Package' skills to complete loan documents and finalize transactions
• Monitor customer accounts regularly and take appropriate actions when necessary
• Maintain a high level of customer service and ensure customer satisfaction at all times.

• Proficiency in using Abila MIP is essential

• Experience with Automated Underwriting Systems is required

• Familiarity with Calyx Point software is necessary

• Proven ability to effectively utilize Customer Relationship Management (CRM) systems

• Strong data processing skills are a must

• Knowledge of About Time management software is beneficial

• Experience working with Closers in a financial setting is needed

• Understanding of Closing Disclosure procedures is crucial

• Ability to handle Closing Documents with precision is required

• Experience preparing and managing the Closing Package is essential

If you are the perfect Loan Specialist for this role, reach out to Robyn Walters via LinkedIn.

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