About This Role
Loan Processors play an important role in keeping the loan process organized and moving forward by preparing and reviewing loan documentation, maintaining accurate files, following up on outstanding information, and supporting the team from application through closing. The role works closely with Underwriting, Sales, Closing, Accounting, Funding, and clients to help ensure loan files are complete, accurate, and processed efficiently. Loan Processors represent Home Tax Solutions professionally in phone, email, and other communications, helping build positive relationships with clients and internal and external business partners while ensuring timely follow-up and attention to detail at every stage of the loan process.
Responsibilities
- Prepare, compile, and organize loan files and required documentation for the loan approval process, obtaining additional information as needed
- Enter and maintain accurate loan information in applicable systems and databases
- Follow up with borrowers, loan officers, and other parties to obtain outstanding documentation and resolve missing or incomplete information
- Assist with tracking loan status, outstanding conditions, deadlines, and required documentation to ensure timely processing
- Assist with loan closing coordination, including gathering required documents, communicating with the appropriate parties, and following through to ensure closings are completed in a timely manner
- Provide administrative support to loan processors and other team members throughout the loan process
- Scan, copy, file, and maintain electronic and physical loan documents in an organized and confidential manner
- Respond to routine inquiries and provide professional, courteous customer service to borrowers and business partners
- Maintain accurate records and assist with reporting, data entry, and other general clerical duties
- Identify missing information, discrepancies, or potential processing delays and communicate them promptly to the appropriate team member
- Handle confidential borrower and company information with discretion and in accordance with established policies and procedures
- Perform other related duties and special projects as assigned
Requirements
- High school diploma or equivalent required
- Strong customer service orientation with a professional and helpful demeanor
- Excellent written and verbal communication skills
- Computer literate, with the ability to learn and navigate software systems efficiently
- Strong attention to detail and a high level of accuracy in reviewing documents and entering information
- Solid organizational, time management, and prioritization skills
- Creative problem solver with a positive, can-do attitude
- Ability to work independently, take initiative, and manage multiple priorities in a fast-paced environment with strict deadlines
- Ability to recognize issues, follow up proactively, and escalate concerns when appropriate
- Strong sense of urgency, responsiveness, and accountability
- Ability to work collaboratively with team members and other departments to achieve shared goals and meet demanding deadlines
- Demonstrates professionalism, dependability, flexibility, and a willingness to learn
- Maintains a high level of confidentiality when handling sensitive financial and personal information
Proficient in:
- Microsoft Office, including Outlook, Word, and Excel
- Scanning, copying, and electronic document management
- General data entry and office equipment
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Important Details
- Schedule: 40.0 hours per week
About the Company
Home Tax Solutions has helped more than 20,000 Texans keep their homes by providing fast, affordable, and compassionate property tax relief. With over $500 million funded, a 99% approval rate, and an A+ BBB rating, it is the largest property tax lender in Texas.
