Junior Loan Processor aka Loan Assistant

As a fully remote Junior Loan Processor aka Loan Assistant you will support the customer journey from application to funding, provide an overview of Knock’s products and programs, and assist with seeing customers through to a successful closing.

• Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
• Successful and effective pipeline management consisting of 50-60 loan closings per month
• Complete Patriot Act based on customer ID
• Ensure minimum submission requirements and documents are met prior to submitting loans to processing
• Assist other team members with any borrower requests
• Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan
• Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
• Excellent customer service is second nature, with a natural inclination to assist others
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
• Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
• Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question
• Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing
• Continually learn, grow, and expand your knowledge of the mortgage origination process
• Take on ad-hoc projects as they arise & always be willing to support your team where they need you