CrawlJobs Logo

Loan Experience Specialist

onereal.com Logo

Real Broker, LLC

Location Icon

Location:
United States

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

54400.00 - 68000.00 USD / Year

Job Description:

The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications—including calls, emails, and chat messages—with agents, clients, loan officers, title companies, and other stakeholders. The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing. The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication.

Job Responsibility:

  • Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process
  • Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident
  • Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines
  • Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant—communicating requirements clearly to clients and all parties involved
  • Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system
  • Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality
  • Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience
  • Demonstrate full ownership of each client’s experience, promoting transparency, empathy, and trust from application to closing
  • Providing additional support functions as may be needed

Requirements:

  • Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily
  • Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly
  • Organized and detail-oriented
  • able to manage multiple loan files and competing priorities effectively
  • Proven ability to deliver exceptional customer service and maintain composure under pressure
  • Proficiency with Microsoft Office and comfort working in loan origination or CRM systems
  • High school diploma or equivalent required
  • college coursework or degree preferred
  • Minimum of 5+ years of experience in the mortgage industry required
  • Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process
  • Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy
  • Familiarity with loan origination software (LOS) and CRM systems is highly desirable
What we offer:
  • Bonus
  • Health Benefits
  • Life Insurance
  • Flexible PTO
  • 401k

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Loan Experience Specialist

AIM Associate/Principal - Residential/Commercial Mortgage Loan Specialist

Senior team member responsible for daily investment operations related to Reside...
Location
Location
United States , Minneapolis
Salary
Salary:
66000.00 - 180000.00 USD / Year
https://www.allianz.com Logo
Allianz
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in investment operations dealing with private credit or alternative investment strategies
  • Bachelor's degree in finance, accounting, or related field
  • Knowledge of Residential and Commercial Mortgage Loans
  • Good understanding of investment management processes
  • Strong analytical, problem-solving, and organizational skills
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills
  • Attention to detail and accuracy
  • You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future
Job Responsibility
Job Responsibility
  • Facilitate the timely and accurate booking of trades and resulting positions
  • Monitor cash balances and ensure that all cash transactions are processed accurately and promptly
  • Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies promptly
  • Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
  • Understand external manager loan valuation processes and manage and perform the internal independent price valuation
  • Create reports to provide insight into investment performance, accounting, compliance and risk management
  • Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
  • Building relationships internally and with asset managers
What we offer
What we offer
  • Comprehensive medical, dental and vision plan options
  • Health savings account
  • Tuition reimbursement
  • Student loan retirement plan
  • Annual paid leave
  • Outstanding 401(k) company match
  • Life insurance
  • Onsite health center
  • Child development center
  • Fitness facility
  • Fulltime
Read More
Arrow Right

Loan Servicing Support Specialist

URGENT contract opportunity for a highly detail-oriented Loan Servicing Support ...
Location
Location
United States , Boise
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in loan administration, mortgage servicing, or related fields
  • Strong knowledge of escrow management, including tax and insurance disbursements
  • Proficiency in analyzing data and performing audits to identify discrepancies and improve processes
  • Familiarity with servicing systems, such as Black Knight or similar platforms
  • Excellent problem-solving skills with the ability to address borrower disputes and escrow discrepancies
  • Knowledge of federal and state regulations related to mortgage servicing
  • Strong organizational skills and attention to detail for maintaining accurate records
  • Ability to collaborate effectively with internal teams and external parties such as tax authorities and insurance providers
Job Responsibility
Job Responsibility
  • Process loan payments and manage customer accounts, ensuring all updates are accurate, timely, and compliant
  • Administer and analyze escrow accounts, including tax and insurance disbursements, while maintaining full regulatory compliance
  • Conduct detailed audits of loan and escrow records to verify proper setup, complete payment histories, and adherence to federal, state, and investor guidelines
  • Analyze data related to escrow shortages, overages, delinquency trends, and servicing exceptions, identifying root causes and recommending actionable solutions
  • Maintain precise, up-to-date loan records within Black Knight MSP, ensuring the highest level of data integrity
  • Investigate and resolve escrow discrepancies and borrower disputes with professionalism and accuracy
  • Coordinate with tax authorities, insurance carriers, and internal teams to ensure timely, accurate disbursements
  • Reconcile escrow accounts and support month-end reporting, balancing, and audit preparation
  • Ensure all servicing activities align with company policies, investor requirements, and regulatory standards
  • Recommend process improvements to enhance accuracy, operational efficiency, and audit readiness
What we offer
What we offer
  • medical, vision, dental, life and disability insurance, 401(k) plan
  • Fulltime
Read More
Arrow Right

Loan Payment Senior Analyst

The Loan Payment Senior Analyst – Assistant Vice President is responsible for ov...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in loan payment operations, banking, or financial services, with a strong focus on loan payment processing
  • In-depth knowledge of SWIFT messaging (MT103, MT202, etc.), ISO 20022, international banking systems and their operational flows
  • Reasonable knowledge of corporate and agency loan processes, procedures, products and services
  • Experience with Citi payment applications, understanding of US sanctions and managing reconciliation break
  • Proven track record of driving process improvements and operational efficiency
  • Strong leadership and skills with the ability to motivate and develop staff
  • Excellent analytical and problem-solving abilities
  • Solid understanding of payment regulations, compliance requirements, and risk management principles
  • Effective communication (verbal and written) and interpersonal skills
  • Ability to work independently with minimal supervision, exercising sound judgement, initiative and a high level of ownership in managing tasks and responsibilities
Job Responsibility
Job Responsibility
  • Lead, mentor, and coach a team of loan payment specialists, fostering a collaborative and high-performing environment
  • Conduct regular performance reviews including objective-setting, driving staff training and development needs
  • Review workload distribution for the team, ensuring optimal resource allocation and coverage
  • Promote a culture of continuous improvement, accountability, and customer focus within the team
  • Oversee the day-to-day operations of both corporate and agency payment processing, ensuring adherence to established operation manuals, service level agreements (SLAs), and regulatory requirements
  • Monitor loan payment queues, investigate and track payment status, resolve any payment exceptions, and escalate complex issues as necessary
  • Ensure the accuracy, completeness, and timeliness of all loan related payment transactions
  • Identify operational bottlenecks and implement process improvements to enhance efficiency and reduce risk
  • Produce monthly volume and KPI information as required by management and necessary presentation materials for monthly review
  • Ensure strict compliance with all relevant payment regulations including US and local sanctions
What we offer
What we offer
  • Global benefits offered to workforce
  • Focus on well-being, growth, and work-life balance
  • Fulltime
Read More
Arrow Right

Lending Operations Specialist

Lending Operations Specialist role at Knock, a company redefining the home buyin...
Location
Location
United States
Salary
Salary:
70000.00 - 75000.00 USD / Year
knock.com Logo
Knock
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 3 years of recent closing experience with additional relevant mortgage experience in processing and/or underwriting preferred
  • Experience within the last 12 months in the residential loan mortgage industry, particularly handling cash out refinance transactions
  • Strong understanding of mortgage regulations from origination to post-closing
  • Recent experience managing and facilitating a large pipeline of loans, 50 to 60 per month
  • You have a keen attention to detail and check and double check your work
  • You are someone who is passionate about providing amazing customer service
  • You are an over-communicator with exceptional written and verbal communication skills
  • You’re highly organized and successful managing multiple competing priorities at once
  • You possess strong sense of urgency and track record of thriving in a fast-paced, growth startup environment
  • You are confident using new technology and familiar with lending management systems
Job Responsibility
Job Responsibility
  • Work in all aspects of the bridge loan cycle at Knock
  • Assist gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
  • Ensure minimum submission requirements and documents are met prior to submitting loans to processing
  • Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates, ICDs as well as compliance of APR requirements
  • Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
  • Calculate Knock Bridge Loan advance amounts using internal calculations and guidelines
  • Accurately condition loan files based on the loan application and file documentation
  • Consistent communication internally providing loan status and approval updates
  • Effective and consistent communication with external Lending Partners, Agents, and Borrowers
  • Review title reports and homeowners/flood insurance to ensure Knock’s lien position and security interest
What we offer
What we offer
  • Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
  • Flexible Paid Time Off for full time employees
  • Paid parental leave for all full time employees
  • One thousand annually for professional development
  • Life, AD&D and Disability insurance for full time employees
  • 401K (noncontributory by Knock) for all employees
  • $75 monthly allowance for health & wellness
  • Up to $400 monthly for a co-working space for eligible employees
  • $100 monthly allowance for home internet, mobile phone or other communication devices
  • $2,500 referral bonus for eligible employees
  • Fulltime
Read More
Arrow Right

Loan Specialist

We are looking for a skilled Loan Specialist to join our team. In this long-term...
Location
Location
United States , Linthicum
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 3 years of experience in loan origination, processing, and servicing
  • Proficiency in using banking software and automated loan documentation systems
  • Strong understanding of consumer, commercial, and real estate loans
  • Thorough knowledge of lending compliance laws and regulations
  • Proven ability to analyze workflows and implement process improvements effectively
  • Supervisory experience in loan servicing and processing with conflict resolution skills
Job Responsibility
Job Responsibility
  • Analyze current loan processing workflows and identify areas for improvement
  • Collaborate with the loan team to address process inefficiencies and implement streamlined solutions
  • Develop and oversee the implementation of enhanced loan servicing procedures
  • Ensure compliance with lending laws and regulations across all loan operations
  • Oversee loan servicing activities, including consumer, commercial, real estate, and participation loans
  • Resolve conflicts and reinforce new processes across teams to maintain operational consistency
  • Evaluate additional opportunities for process automation and efficiency upgrades
  • Provide insights on deposit operations, if applicable, to further support organizational goals
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Loan Servicing Specialist

We are looking for a detail-oriented Loan Servicing Specialist to join our team ...
Location
Location
United States , Linthicum
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in loan administration or consumer loan servicing
  • Strong knowledge of loan servicing practices and procedures
  • Proficiency in handling consumer loan-related tasks and maintaining compliance
  • Familiarity with Microsoft Excel and ability to use it effectively
  • Excellent problem-solving skills with the ability to research and resolve compliance issues
  • Strong attention to detail and organizational skills to ensure accurate task execution
Job Responsibility
Job Responsibility
  • Process and manage various consumer loan servicing requests in compliance with established guidelines and procedures
  • Ensure timely and accurate completion of tasks
  • Maintain comprehensive knowledge of organizational policies, loan products, and services
  • Investigate and resolve compliance-related issues within consumer loan servicing operations
  • Complete reports and resolve technical challenges to support loan servicing processes
  • Collaborate with team members to address operational needs and provide seamless service to members
  • Execute assigned projects and additional duties as directed by management
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team in Los...
Location
Location
United States , Los Angeles
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5 years of experience in loan servicing and portfolio monitoring
  • Proficiency in basic computer applications, including Word, Excel, and Outlook
  • Strong analytical abilities with a keen attention to detail
  • Excellent verbal and written communication skills
  • Minimum of 5 years of experience in commercial loan documentation and closings is preferred
  • Familiarity with Moody’s or similar financial systems is a plus
  • Knowledge of accounting systems, ERP solutions, and financial reporting processes
  • Understanding of regulatory reporting and month-end close processes
Job Responsibility
Job Responsibility
  • Organize and prepare loan files for sorting, uploading, or scanning to the imaging center
  • Ensure loan files, whether in physical or electronic format, are maintained to meet audit standards
  • Create and manage borrower and guarantor profiles, as well as reporting and financial covenants in the loan monitoring system
  • Update customer profiles and covenants based on credit approvals or loan agreements within the loan monitoring system
  • Assist Relationship Managers and Portfolio Managers with inquiries and system-related issues regarding loan monitoring processes
  • Generate regular portfolio management and monitoring reports within the loan tracking system
  • Oversee insurance requirements for new loans and ensure existing policies remain current
  • Review executed loan and credit documents to confirm proper signatures, dates, and initials
  • Facilitate loan closings and collaborate with Operations and Compliance teams to approve, book, and fund loans
  • Support audits and respond to audit-related requests as needed
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Business Development Manager

This position serves as a pivotal role in sales and relationship management, wor...
Location
Location
United Kingdom , Cardiff
Salary
Salary:
Not provided
admiralgroup.co.uk Logo
Admiral Group Plc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong knowledge of UK specialist lending landscape and regulation
  • Experience of the homeowner loans market desirable but not essential
  • Commercially astute with a data-driven, results-oriented mindset
  • Willingness to travel within a designated region of the UK and to Cardiff HQ as required
Job Responsibility
Job Responsibility
  • Develop strong, lasting partnerships with brokers and key stakeholders
  • Understanding brokers individual business needs, addressing their queries promptly, and proactively offering guidance
  • Attend broker and industry events to promote Admiral’s offerings and stay abreast of market developments
  • Monitor and enforce compliance with all Broker Oversight requirements
  • Collaborate with Admiral’s operational, marketing and product teams to align on pipeline management, campaign execution, and new product launches
  • Ensure that feedback from brokers is channelled back to the relevant teams
  • Gathering and monitor market trends, competitor activity, and regulatory changes to inform strategy and participate in trading meetings
  • Work closely with the Admiral’s operational teams to assess their requirements and understand their insights
  • Leverage data and insights from Sales Ops to optimise sales processes
  • Set clear goals, KPIs, and frameworks to drive accountability and performance within brokers
What we offer
What we offer
  • Up to £3,600 of free shares each year after one year of service
  • 33 days holiday (including bank holidays) when they join us, increasing the longer you stay with us, up to a maximum of 38 days (including bank holidays)
  • Option to buy or sell up to an additional five days of annual leave
  • Financial & Mortgage Advice
  • 24-Hour Ecare
  • Cycle to Work Scheme
  • Annual Holiday Allowance
  • Flexible Working
  • Simply Health
  • Private Health Cover
  • Fulltime
Read More
Arrow Right