Loan Analyst

    • St. Petersburg, FL

Kforce has a client in search of a Loan Analyst in Saint Petersburg, FL. Main Duties:

  • Receive morning email which includes a list of loans; Responsible for reviewing the loans and marking them complete
  • Pull various reports using Microsoft Excel
  • Responsible for sending a mass email to the department regarding various loan inquiries and updates, daily
  • Review mail correspondence (which will be sent directly to customers) for accuracy and completeness
  • Perform various clerical tasks such as filing, scanning and mail distribution
Additional Duties and Responsibilities:
  • Obtains required loan documentation
  • 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 perform basic loan calculations
  • Monitors existing loans and maintains files with sufficient documentation for third-party review and prepares files for timely audits
  • May prepare client communications on loan terms
  • Maintains current in loan processing policies and procedures
  • Performs other duties and responsibilities as assigned
  • Scrutinize branch scanned documents for acceptability into workflow

  • Minimum of a High School diploma or equivalent; Bachelor's degree is a plus
  • 2+ years of mortgage processing experience
  • Experience running reports using Microsoft Excel
  • Intermediate proficiency with Microsoft Office Suite
  • Strong data entry skills; Ability to enter data while ensuring both speed and accuracy
  • High attention to detail
  • Ability to simultaneously navigate through different systems
  • Very organized
  • Able to work independently as well as on a team
  • Willing to help others/jump in whenever and wherever needed
  • Self-motivated and enthusiastic individual with the ability to assimilate to the company culture
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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