Job Description

Specialty Loan Advisor

Location: Coppell, TX (fully onsite)

Schedule: Monday - Friday 8-5, Rotating Saturday 1/2 shifts

Pay: $27-29/hr (eligible for bonuses after 6 months)

Contract: 6-month Contract-to-hire (W2)

About this role:

Calculated Hire is seeking a Specialty Loan Advisor , to assist commercial borrowers (companies, landlords, LLCs, etc.) with their Business Purpose Loan questions.

Position Summary:

The Specialty Loan Advisor (SLA) is responsible for cultivating and maintaining on-going customer relationships within our Specialty Loan Division primarily focused on a Business Purpose Loan portfolio.

Essential Duties and Responsibilities include the following:

• Effectively maintain a portfolio of Business Purpose Loans (BPL’s) by providing consistent and optimal support to our external and internal customers with inquiries and needs regarding loan servicing.
• Cultivate and maintain on-going customer relationships by providing an advisory role and approach towards every customer’s unique business needs.
• Receive inbound calls, make outbound calls, provide email and text support to clients, attorneys, business administration and other authorized parties on the account to achieve 100% customer satisfaction from daily servicing activities.
• Perform moderately complex administrative, transactional, operational and customer support tasks to include, but not limited to, analyzing and fulfilling requests, preparing and/or procuring documentation.
• Generate reports and analyze data to determine strategic initiatives needed to maximize customer satisfaction and results.
• Ensures compliance with company policies and procedures as well as achieving investor requirements.
• Leverage available resources and technologies to serve our clients with operational excellence and accuracy
• Achieve production goals (KPI’s- Key Performance Indicators) set by Management.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The qualified candidate must possess 3-5 years of direct or related experience in each of the following:

• Working knowledge of Business Purpose Loans
• Extensive understanding of escrow, escrow analysis, payment histories, billing and 1098 statements
• Expansive knowledge related to cross collateralized servicing, partial lien release
• Comprehensive understanding of property preservation, i.e. code violation resolve, hazard claim resolution
• Excellent attention to detail, strong analytical/resolution skills, and use of sound judgement
• Ability to multi-task, meet deadlines and stay organized
• Excellent verbal & written professional communication skills
• Ability to work in a team environment and independently
• Strong advisory skills via telephone, email, and other various platforms

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