Loan Processing Agent

Loan Processing Agent

Miami, FL (On-site)

The Loan Processing Agent is responsible for ensuring the collection, accuracy, completeness, and compliance of all documentation related to loan and/or sales transactions. This role verifies bank stipulations, validates and updates Salesforce records, coordinates inspections, manages lien perfection requests, and oversees inbound customer documents. The Verification Agent plays a critical role in minimizing risk, maintaining data integrity, and supporting an efficient loan closing processing workflow to minimize loan closing and funding delays.

What you will do:

• Review and validate all required documentation to ensure accuracy and completeness.
• Receive, review, and organize inbound customer documents, confirming that fees, documentation, and data align with Salesforce and AppOne records.
• Update and maintain collateral, seller, and application data within Salesforce and AppOne.
• Verify bank and lender stipulations to ensure all loan conditions are satisfied.
• Review, organize, follow up on, and submit title documents from customers, dealers, and brokers to support proper lien perfection.
• Order, track, and document required inspections.
• Communicate with internal teams, customers, dealers, brokers, and third-party vendors to obtain missing information and resolve discrepancies.
• Ensure full compliance with company policies, regulatory requirements, and lending standards.

Key Accomplishments

• Consistently maintained 85% to 95% documentation accuracy.
• Reduced processing time by improving verification workflows.
• Successfully cleared high volumes of bank stipulations ahead of deadlines.
• Improved Salesforce data quality and reduced collateral discrepancies.
• Achieved timely lien perfection with minimal rejections.
• Strengthened collaboration with funding, sales, and operations teams.
• Recognized for exceptional attention to detail and reliability.
• Optimize workflows to minimize turnaround time through efficient processing and follow-through to deliver an exceptional customer experience.

What you should have:

• Prior experience with verification, documentation, loan processing, collateral processing, or similar responsibilities.
• High school diploma required; Associate's degree preferred.
• Experience using Salesforce or other CRM tools is a plus.
• Detail-oriented with solid organizational and communication skills.
• Comfortable multitasking and working toward deadlines.

What You''ll Receive:

• Hybrid Work Flexibility: Embrace a balanced work model with remote work on Mondays and Fridays and in-office collaboration from Tuesday to Thursday.
• Generous Time Off: With a strong focus on work/life balance, we offer all employees paid time off starting on day one, multiple paid holidays throughout the year, your birthday off, and a winter break at the end of the year
• Volunteering Time: Participate in our volunteer program with 4 paid days annually to contribute to your community.
• Modern Office Perks: Our vibrant Miami office features cutting-edge amenities, such as an electric sit/stand desk, dual monitors, a gym, and a variety of snacks and beverages.
• Comprehensive Benefits Package: Enjoy top-tier Medical, Dental, Vision, and Life insurance, along with a 401(k) plan featuring a 4% match.
• Commuter Benefits: Park conveniently in our building's garage at no charge to you. For train commuters, we subsidize most, if not all, of your monthly pass expenses.
• Professional Development: Take advantage of online training, live courses, and additional funds for courses, seminars, and certifications to enhance your skills.
• Team-Centric Atmosphere: Be part of a close-knit team that prioritizes relationship-building and personal connections.

About Our Crew

Boats Group is the fastest-growing digital business in the recreational boating space. We are a talented team of techies, creatives, marketers, closers and customer advocates who spend each day pushing the boundaries of technology to make buying and selling boats easy. We spend each day surrounded by 500,000 boats from across the globe. Our passion and unyielding dedication to getting people on the water influence our culture in ways you won't find at other companies. We're the best at what we do because we're working in an industry we love. When you walk through our doors, you'll find smart, dedicated people who consider one another family. If you want to work in an inclusive, innovative environment where we encourage employees to collaborate, leverage their talents and actively shape the future of the company, then you will enjoy working here!

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