Interested in a Career at Summit?

Browse Current Opportunities Below and Send your Resume to:

Careers@Summit-Investment.com

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Current Opportunities:

Position Overview:

Reporting to the Managing Director – Loan Operations, the Loan Servicing Specialist is responsible for efficient and accurate processing of loan payments, loan booking, loan file maintenance, insurance monitoring and preparing month-end investor reporting as well as tackling all other assigned tasks in a professional and efficient manner.

Essential Job Functions:

  • Help develop and maintain a working knowledge of all internal loan servicing policies and procedures.
  • Initiate and maintain a thorough working knowledge of software and equipment utilized by the department and can competently assist co-workers with the same.
  • Complete data entry of new loan bookings, loan disbursing, loan file maintenance, research and servicing of all loan types on the loan operation system.
  • Process accurately the daily functions of all loan booking files including but not limited to insurance, escrow and property tax services.
  • Maintain accurate insurance records.
  • Identify and provide feedback concerning loan documentation deficiencies.
  • Prepare customer year-end tax forms in accordance with company practices and IRS requirements
  • Sort, distribute, prepare and/or assemble data for monthly investor reports.
  • Maintains a cooperative and professional manner with internal and external customers.

Requirements:

  • 3 years loan servicing experience, preferable with commercial loans
  • Proficient knowledge of commercial loan documentation
  • Basic knowledge of Microsoft Word, Excel and Outlook
  • Working knowledge with The Mortgage Office servicing platform would be highly beneficial
  • Excellent oral and written communication skills
Apply by sending your Resume and Cover Letter to: Careers@Summit-Investment.com.