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Loan Processing Assistant

Santa Maria, CA

Order: 72734

In this role you will be responsible for routing mail to the appropriate department, scan in documents and shred documents as needed. If you have a positive attitude and are a quick learner, then we are looking for you!

Interview: Onsite interviews on 5/20-5/22

Pay Rate: $16-19.50

Status: 6 month; possible temp-to-hire based on business needs and performance

  • Must be comfortable working onsite in the Kearny Mesa office

Essential Functions

  • Ensure files are routed to the appropriate department in a timely manner.

  • Receive documents in the mail, scan into the document retention system, and properly destroy documents following guidelines.

  • Receive documents and upload into the document retention system.

  • Review and approve all final documents to meet Investor standards.

  • Maintain all investor reports/portals, custodian pools, and correspondent portals.

  • Forward final documents to the appropriate investor or custodian according to department procedures; report document discrepancies.

  • Request and send checks for recording overcharge refunds to the borrower, ordering certified copies of documents, title policy endorsements, and/or other additional documents that have not been received by Title.

  • Contact the appropriate party for corrections or to receive the necessary documentation to complete a loan.

  • State audit review of charges to the borrower for recording and title fees as reflected on the Final Settlement Statement and Closing Disclosures.

  • Collaborate with the Shipping department to complete all Assignments.

  • Hold Assignments for purchase, review, record and ship to custodian when process has been completed.

  • Respond to requests for documents, mini-file reviews, and main loan files.

  • Follow policies and procedures; complete tasks correctly and on time; supports the company’s goals and values.

  • Participate and perform other special projects as assigned.

Qualifications

  • High School Diploma OR equivalent required

Note: SUNA Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.