Loan Specialist

• Prepare, review, and proof direct loan documents, extensions, rewrites, and leases for Finance & Insurance Sales Representatives
• Review post-close deals for proper execution and compliance
• Follow up on title and lien perfections to fulfill legal requirements
• Complete funding documentation and submit finalized deal packages to lending institutions
• Manage customer insurance data entry and process policy updates
• Track policy expirations, cancellations, and renewals
• Set up physical customer files and labels
• Scan insurance and deal documentation for accurate electronic storage
• Communicate with dealerships to resolve documentation deficiencies
• Stay current on finance and insurance regulations, documentation requirements, and industry best practices
• Greet clients professionally and answer inquiries with quality phone etiquette
• Provide administrative support to the JX Financial team
• Collaborate with team members and leadership to cultivate positive customer experiences
• Perform other duties and responsibilities as assigned

Loan Specialist jobs in Wisconsin

Loan Processing Specialist