Serve as an ongoing point of contact for clients, helping them collect required information and complete any necessary documents throughout the loan process.
Ensure loan documentation complies with federal and state requirements.
Gather information for new loan underwriting, including credit reports, tax filings, business entity searches, and title work
Calling B2B business partners and setting up appointments.
Experience:
4-5 years experience.
At least 2/1 Bachelor's Degree in Computer Science, Business, Accounting, Banking & Finance, Insurance, or Actuarial Science.