Lead Loan Documentation Processor, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig City

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo US Home Lending is on a mission to help more individuals and families, especially in minority communities achieve the dream of homeownership. As we enter an exciting growth phase, we’re building a powerhouse team in Manila to be part of our pioneer workforce to deliver exceptional service, drive innovation, and shape the future of Home Lending Operations in the Philippines.

Job Responsibility:

Support the Loan Documentation team in reviewing, documenting, closing, and disbursing loans
Review the most complex legal, appraisal, and title information
Prepare loan documentation, coordinate loan closings, and initiate loan disbursements
Monitor the loan disbursement process
Perform or guide others on complex loans that require planning, evaluation, and interpretation
Ensure compliance with company's policies and procedures
Identify and mitigate Loan Documentation risks in accomplishing business goals
Prioritize work and provide day to day work leadership and mentorship to the Loan Documentation team
Provide guidance and subject matter expertise to the immediate Loan Documentation team on generating loans, as well as technical and legal guidance within matters related to loan documentation

Requirements:

6+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred Mortgage experience
Understanding of US Mortgage process related TRID regulations
Experience in US Mortgage Closing process is a must
MS Office Proficient
Experience in Customer Telecommunication Contact within a Financial Services Environment, Financial Services Operations, Underwriting, Closing and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, & education

Nice to have:

Excellent Spoken and written communication skills
Ability to conduct clear and customer centric telephone conversations to explain underwriting decisions, documentation requirements and next steps in the mortgage process
Effectively handle both inbound and outbound calls maintaining high levels of responsiveness and timely follow ups
Demonstrate active listening skills to accurately capture information and address concerns
Maintain accurate call logs, documenting key points and outcomes of the telephonic conversations for audit purposes
Collaborate cross functionally with Processing & Sales teams for seamless communication, queue management and customer satisfaction

Additional Information:

Job Posted:
June 26, 2025

Expiration:
August 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Loan Documentation Processor