Processing Assistant (part-time)

Roberts Resorts & CommunitiesScottsdale, AZ
22hOnsite

About The Position

About Roberts Resorts & Communities: This company operates nationally and is growing by the day. At Roberts Resorts & Communities, we're on a mission to build community and fulfill dreams. Through our core values of resourcefulness, integrity, passion, and epic customer service, we're dedicated to making a difference in the lives of 30,000 families. If you're passionate about creating meaningful impact, thrive in a culture of integrity, and are committed to delivering exceptional service, we invite you to join us in turning visions into reality and shaping a brighter future together. Position Summary: Our team is growing, and we’re looking for a detail-oriented Processing Assistant to support our loan operations team. This part-time role is perfect for someone who enjoys administrative work, organizing documents, and keeping processes running smoothly. As a Processing Assistant, you’ll play an important part in the loan processing workflow. You’ll be responsible for ordering verification documents, requesting insurance, and ensuring files are properly set up and reviewed for accuracy. Schedule: ~25 hours per week Location: On-site (North Scottsdale - Scottsdale Rd & Frank Lloyd Wright)

Requirements

  • Must have 3+ years of administrative experience
  • 1-year loan processing experience
  • Ability to fluently read, write and speak English and Spanish (preferred)
  • Ability to provide excellent customer service in person and on the phone
  • Ability to handle multiple tasks and frequent interruptions
  • Ability to handle stressful situations with calmness and courtesy
  • Ability to communicate effectively, both orally and in writing
  • Excellent records and file management skills
  • Knowledge and experience using MS Word, Excel, Outlook
  • Attention to Detail: Accuracy is crucial in loan processing to ensure all documents are complete and error-free.
  • Communication Skills: Clear and concise communication with clients, loan officers, and other stakeholders is necessary to gather information and provide updates on loan applications.
  • Time Management: Managing multiple loan applications simultaneously requires strong organizational skills and the ability to prioritize tasks effectively.
  • Customer Service: Providing excellent customer service by addressing client inquiries, resolving issues, and maintaining a professional demeanor at all times.
  • Knowledge of Regulations: Understanding of relevant lending regulations and compliance requirements to ensure loan applications adhere to legal guidelines.
  • Computer Proficiency: Comfortable using loan processing software, spreadsheets, and other digital tools to input data, generate reports, and manage documents efficiently.
  • Analytical Skills: Ability to assess financial documents, credit reports, and other information to evaluate loan applications and identify potential risks.
  • Problem-Solving Abilities: Being proactive in resolving issues that may arise during the loan processing cycle, such as discrepancies in documentation or credit concerns.
  • Teamwork: Collaborating effectively with loan officers, underwriters, and other team members to expedite the loan approval process and deliver a positive experience for clients.

Nice To Haves

  • Ability to fluently read, write and speak English and Spanish (preferred)

Responsibilities

  • Order Verifications of Employment (VOEs) and Verifications of Rent (VORs)
  • Request and track insurance documentation
  • Set up new loan files and ensure proper organization
  • Review incoming documents for completeness and accuracy
  • Maintain updated notes, logs, and status trackers
  • Communicate with borrowers, team members, and external partners
  • Provide general administrative support to keep processing tasks on schedule

Benefits

  • Medical, Dental, and Vision Insurance
  • Employer Paid Life Insurance
  • Voluntary STD, LTD, Accidental, and Critical Illness
  • PTO and 11 Paid Holidays
  • 401k & 401k Matching
  • Working in an inclusive community
  • Complimentary stay at our resorts
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