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Home Loan Specialist II
Home Loan Specialist II-March 2024
Plano
Mar 30, 2026
About Home Loan Specialist II

  Home Loan Specialist II

  Plano,TX

  Position Summary

  The Home Loan Specialist II is an entry level role supporting various Channels. The individual acts as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels.

  Essential Duties

  • Performing routine data entry and validation tasks

  • Initiating third party orders (title, appraisal, hazard, flood cert, credit, etc.)

  • Reviewing and validating loan documents

  • Handling routine calls, emails and/or chat responses

  • Assigning and distributing work loads

  • Monitoring work queues and intervening as needed

  • Interacting with multiple departments to expedite processing and/or issue resolution

  • Performing other related duties as required and assigned

  • Demonstrating behaviors which are aligned with the organization’s desired culture and values

  Position Requirements

  • 2+ years mortgage processing experience required

  • 2+ years experience calculating income, credit, and asset management

  • Must be a team player with strong attention to detail and able to work independently

  • Proven track record at delivering timely and accurate information in a fast-paced environment

  • Excellent critical thinking, problem solving, mathematical skills and sound judgment

  • Effective time management skills to deliver work on time

  • Capable communicator, written and oral

  • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)

  • Financial Services and, if possible, mortgage industry experience preferred

  • General understanding of applicable Federal, State and Local regulations

  Travel Requirements: n/a

  Mission and Vision

  We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies.

  We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.

  Inclusion and Diversity Statement

  We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we’ve built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves.

  Salary range $22 / HR W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

  Benefits offered - Health insurance, sick leave, 401(k)

  SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

  SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

  Job Ref: 141118

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