Job Details

Join Our Team!  Document Specialist Representative & Loan Processing Customer Service Rep

Are you organized, detail-oriented, and passionate about helping others? We’re looking for a Document Specialist to join our growing team and provide exceptional support to our Document Management and Loan Processing departments.

Responsibilities:

• Respond to customer inquiries via phone and email with professionalism and accuracy
• Assist with document intake, review, and organization
• Ensure timely and accurate data entry into loan systems
• Communicate with clients to gather missing documentation or clarify information
• Support loan processors by tracking document status and maintaining up-to-date records
• Collaborate with internal teams to resolve issues and ensure smooth processing
• Provide information about the products and services
• Troubleshoot and resolve product issues and concerns
• Develop and maintain a knowledge base of the evolving products and services

​Qualifications:

• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills
• Comfortable working with digital files and loan management systems