Loan Documentation Specialist - Remote Work in Sandy Springs, GA at Vaco

Date Posted: 1/11/2021

Job Snapshot

Job Description

Vaco Staffing is immediately recruiting multiple candidates for Loan Documentation Specialists roles. This role is responsible for assisting borrowers in completing their loan applications. It is a position that requires excellent customer service and high-level communication skills. Candidates must be highly organized, detail-oriented, and quick learners that are comfortable working with large quantities of files, financial documents and confidential information. General duties for a Loan Forgiveness Processor are noted below.

  • Collection of Applications from borrowers for submission to the U.S. Small Business Administration
  • Quickly and efficiently assess the completeness of loan Applications.
  • Communicate with borrowers to collect and verify all relevant documentation to support their Application calculations.
  • Confirm receipt of the required documentation the borrower submits to aid in verifying payroll and nonpayroll costs.
  • Ability to review tax forms, payroll records, lease agreements, and financial statements to identify eligible expenses to include in the calculations.
  • Minor math calculations for the purpose of verifying calculations made by the borrower.
  • Loan file organization within our online platform.

. Requirements:

  • Commitment and ability to deliver excellent customer service
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Trustworthy and reliable
  • Willingness to learn new tasks and be flexible with new SBA policies that could change day to day functions
  • Ability to prioritize, effectively manage workload, remain highly organized and maintain confidential information.
  • General computer knowledge and navigation skills.
  • Proficiency with MS Office applications.