Loan Specialist II (2 Opening)

SGS Technologies, we are a software development and staffing company that doesn't simply talk services - we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!looking for a Loan Specialist II (2 Opening) to work on a Contract role, 12+ Months (Role has high Potential to extend OR Convert Full-time) = Hybrid at St. Petersburg, FL 33716 with a Financial Direct Client = only on W2 for US Citizen or Green Card Holders.Important Notes:• Local candidates only- can work remote 2 days and onsite on Tuesday, Wednesday and Thursday. Schedule is 8 AM to 5 PM or 8:30AM to 5:30PM• Laptop provided• One round of panel interviews and decision will be made thereafterExperience with Encompass POS system background preferredMust be articulate and well-spoken with strong customer service backgroundDuties:• 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 perform basic loan calculations• Interact with financial advisors, mortgage consultants, banking consultants and the clientMust Haves:Experience with Encompass POS system background preferred• Very professional• 3-5 years of retail mortgage loan processing experience• Experience managing a pipeline of at least 35 loans at a time• Exceptional customer service skills• Clear and professional written and oral communications skills (will be 'client-facing' over the phone and will frequently interact with internal and external customers)• Ability to multi-task within a fast-paced environmentMinimum of High School Diploma or GED

Created: 2025-09-23