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  1. Home
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  3. admin
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  5. Loan Specialist
System One logo

Loan Specialist

Not Disclosed•Full-TimeOn-site

location_on329, West 4th Street South, Deco District, Tulsa, Oklahoma, 74103, United States

Apply Now

About the Team

System One partners with local financial institutions to deliver outsourced services and workforce solutions across North America. Our mission is to help clients get work done more efficiently and economically without compromising quality. As a valued partner, we support our clients' teams with dedicated professionals who uphold high standards of service.

About the Role

The Loan Specialist is a detail-oriented and dedicated role designed to support a local bank's mission of delivering exemplary customer service. You will oversee the entire loan filing process from start to finish, acting as a crucial link between loan officers, customers, and third-party service providers. This position exists to ensure the accuracy, compliance, and seamless execution of the loan lifecycle, from initial documentation gathering to final disbursement.

In this role, you will manage the collection and verification of financial information, pull credit reports, and coordinate necessary appraisals and title work. You will serve as the primary point of contact for resolving compliance issues and clearing documentation exceptions, ensuring a smooth closing process for both new and existing loan customers. Your work will directly contribute to the bank's operational efficiency and customer satisfaction.

Hiring Process

Interested candidates should submit their application through the designated portal. The hiring team will review qualifications and reach out to schedule an initial conversation to discuss the role and your background.

Equal Opportunity

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

Work location

Work model: On-site

location_on

329, West 4th Street South, Deco District, Tulsa, Oklahoma, 74103, United States

Tulsa, Oklahoma

Key Responsibilities

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Skills, education and keywords

Skills: Microsoft Office Suite, Laser Pro, Loan Processing, Loan Documentation, Compliance Regulations.

Education: Bachelor's degree in finance, business administration, or related field preferred.

Frequently asked questions about Loan Specialist at System One

What does a Loan Specialist at System One do?expand_more
Day-to-day, the Loan Specialist at System One will gather and verify financial information and pull credit reports for loan processing; order appraisals, title work, and flood certifications as required; review loan documents to ensure compliance with bank policies and regulations; and analyze entity documents, deeds, and mortgages to confirm accuracy of lien positions.
What are the requirements for this Loan Specialist role?expand_more
To qualify for the Loan Specialist at System One position, applicants should have: Bachelor's degree in finance, business administration, or related field preferred; Proven experience in mortgage lending, loan processing, or related financial service role; Proficient in Microsoft Office Suite and loan processing software; and Familiarity with Laser Pro a plus.
Where is the Loan Specialist role at System One located?expand_more
Loan Specialist at System One is based in 329, West 4th Street South, Deco District, Tulsa, Oklahoma, 74103, United States. This is a on-site role.
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  • check_circleGather and verify financial information and pull credit reports for loan processing
  • check_circleOrder appraisals, title work, and flood certifications as required
  • check_circleReview loan documents to ensure compliance with bank policies and regulations
  • check_circleAnalyze entity documents, deeds, and mortgages to confirm accuracy of lien positions
  • check_circleProvide administrative assistance including composing customer correspondence and transmittals
  • check_circleManage and execute loan advances and oversee third-party payments
  • check_circleConduct final checks of loan documents for accuracy before finalizing with loan operations
  • check_circleEnsure proper disbursement of loan proceeds in accordance with established protocols
  • check_circleRespond promptly to inquiries from new and existing loan customers
  • check_circleLiaise between customers, loan officers, and third-party providers to ensure seamless closings
  • Requirements

    • verifiedBachelor's degree in finance, business administration, or related field preferred
    • verifiedProven experience in mortgage lending, loan processing, or related financial service role
    • verifiedProficient in Microsoft Office Suite and loan processing software
    • verifiedFamiliarity with Laser Pro a plus

    Nice to Have

    Bachelor's degree in finance, business administration, or a related field. Proven experience in mortgage lending, loan processing, or a related financial service role. Familiarity with Laser Pro.

    Benefits & Perks

    check_circleHealth and welfare benefits coverage including medical, dental, and visioncheck_circleSpending accounts and life insurancecheck_circleVoluntary planscheck_circleParticipation in a 401(k) plan
    System One logo
    Company

    System One

    Industry

    admin

    View company profilearrow_forwardlanguageWebsite
    Quick Overview

    Experience

    Mid Level

    Education

    Bachelor's degree in finance, business administration, or related field preferred

    Job Type

    Full-Time

    Skills Required

    Microsoft Office SuiteLaser ProLoan ProcessingLoan DocumentationCompliance Regulations
    $47k-0arrow_forward
    Is this Loan Specialist job remote, hybrid, or on-site?expand_more
    System One has listed this Loan Specialist role as on-site.
    How much experience is required for this Loan Specialist role?expand_more
    Candidates for Loan Specialist at System One should have mid level.
    What skills do you need for the Loan Specialist role at System One?expand_more
    Key skills for Loan Specialist at System One include Microsoft Office Suite; Laser Pro; Loan Processing; Loan Documentation; and Compliance Regulations.
    What education is required for Loan Specialist at System One?expand_more
    Educational requirements for this role: Bachelor's degree in finance, business administration, or related field preferred.
    What category does the Loan Specialist role belong to?expand_more
    Loan Specialist at System One is part of the admin job category on Recrutus.
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