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

Job Tags

Contract work, Rotating shift, Saturday, Monday to Friday,

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