Loan Documentation Processor

About this role:

Wells Fargo is seeking a Loan Documentation Processor to support Home Lending Operations by obtaining, reviewing, and maintaining homeowners insurance documentation. This role involves both outbound and inbound phone interactions, with a primary focus on coordinating with insurance providers and third-party vendors to obtain required documentation, follow up on outstanding requests, and ensure records are complete and accurately maintained within internal systems.

In this role, you will:

• Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
• Perform loan documentation for moderately complex loans
• Process and close for loan products
• Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
• Receive direction from Loan Documentation supervisor and escalate non-routine questions
• Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
• Interact with immediate Loan Documentation team and functional area on routine process

Required Qualifications:

• 1+ year of customer service, loan administration, collections, or sales environment support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ year of BPO, customer service, or operations experience.
• 1+ year of mortgage, home lending, or insurance industry experience is highly preferred.
• Successful completion of at least two years of college education in any field of study, at either the undergraduate or graduate level.
• Strong verbal and written communication skills, with the ability to effectively interact with customers, vendors, and business partners.
• Experience reviewing and processing documents with a high level of accuracy and attention to detail.
• Ability to manage multiple priorities and work effectively in a fast-paced, production-driven environment.
• Proficiency in using multiple systems and maintaining accurate records.

Job Expectations:

• Must be amenable to working onsite in McKinley Hill, BGC, Taguig City.
• Must be amenable to a permanent night shift schedule, with shift start times typically ranging between 8:00 PM and 1:00 AM.
• This role follows a fixed weekends off schedule and observes the US holiday calendar.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.