Loan Processor

Description We are in need of a Customer Success Specialist in the Financial Services industry, based in Birmingham, Alabama. This role will focus on processing loan applications, maintaining clear lines of communication with various stakeholders, and ensuring smooth customer transactions. Responsibilities: Collect all necessary paperwork to send to underwriters for home loan approval Maintain consistent communication with internal underwriters, borrowers, and retailers Coordinate with underwriters and customers to clarify any questions about required documents Utilize company software for mortgage system management, including Excel, Word, and Email Provide excellent customer service through effective communication both verbally and via email Maintain a high level of organizational skills to manage multiple tasks and deadlines Gain proficiency in loan processing procedures and industry-specific software through on-the-job training Foster relationships with borrowers and retailers through regular phone interactions Assist in resolving any issues or inquiries related to customer credit accounts Perform duties to collect delinquent payments when necessary. Requirements Proven experience in a customer service role within the financial services industry Proficiency in Microsoft Office Suites including Word, PowerPoint, Excel, and Outlook Exceptional interpersonal and communication skills to effectively interact with a diverse clientele Strong problem-solving skills and the ability to make decisions under pressure Ability to manage and prioritize multiple tasks to meet deadlines Familiarity with CRM systems and practices is highly desirable Knowledge of financial products, banking procedures, and the financial market trends Ability to provide customer support through various channels such as phone, email, and social media High level of professionalism and a customer-oriented approach Excellent listening, negotiation, and presentation skills Ability to handle confidential information with discretion Willingness to continuously learn about new products and services to provide accurate information to customers Self-motivated and able to work independently while also being a team player. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .