Loan Processor

$5,000 - $7,500 monthly
  • Capstone Direct, Inc.
  • Thousand Oaks, CA, USA
  • May 01, 2022
Full time Banking Business Development Finance Insurance Real Estate

Job Description

Job details

From $5,000 a month

Job Type

Number of hires for this role


    • Loan processing: 5 years (Required)

    • US work authorization (Required)

    • High school or equivalent (Preferred)


Full Job Description

We are looking for a HIGH ENERGY, DETAILED and reliable Loan Processor to individual loans. You will undertake an intermediary role between potential clients and our inside team. We are looking for qualified applicants to process loans in a timely manner with outstanding customer service, writing and phone skills. Loan processor duties and responsibilities will include analysis of the loan file from initial opening to drawing loan documents for final docs and everything in between.


  • Perform initial review of the loan file

  • Communicate with the borrower to collect and package the loan file for submission to the underwriter

  • Communicate via phone and email with the borrower to package the loan file

  • Document the file and reach out to all participants for updated documents (Credit/income/Assets/Insurance/etc.)

  • Follow up with clients to clarify important points

  • Communicate with Realtors on updated status of their files

  • Identify customer needs, explore all options and suggest different types of loans
  • Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services

  • Forge trust relationships and enhance customer dedication


  • Be able to work in an office (no VAX/MAX required)
  • Proven 5 year working experience in a loan processor role
  • Good knowledge of banking computer software and MS Office
  • Comprehension of direct/indirect lending procedures
  • In-depth understanding of relevant rules and regulations
  • Excellent communication and sales skills
  • Balance between customer satisfaction orientation and a results driven approach

Job Type: Full-time

Pay: From $5,000.00 per month


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Physical Setting:

  • Office


  • 8 hour shift

Supplemental Pay:

  • Bonus pay

Application Question(s):

  • Can you work in an Office with no VAX/MAX requirements?


  • High school or equivalent (Preferred)


  • Loan processing: 5 years (Required)

Work Location:

  • One location

Work Remotely:

  • No
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