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Description

Obtains required loan documentation and may process less complex loan applications.

Orders credit verifications and third party services.

Tracks receipt of and reviews legal documents.

Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents.

Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation.

Prepares and compiles documents for review and approval.

May prepare or review for accuracy, disclosures required by relevant consumer regulations.

May perform basic loan calculations

Interact with financial advisors, mortgage consultants, banking consultants and the client

Local candidates only- can work remote 2 days and onsite on Tuesday , Wednesday and Thursday. Schedule is 8 AM to 5 PM or 8:30AM to 5:30PM

Laptop provided

Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM+) loans

Experience with Encompass POS system experience preferred

Must be articulate and well spoken with strong customer service experience

Pay and Benefits

The pay range for this position is $26.00 - $26.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in St. Petersburg,FL.

Application Deadline

This position is anticipated to close on Sep 24, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.