Investment Loan Specialist

2 weeks ago


Porac, Philippines beBeeInvestment Full time $70,000 - $90,000
Job Overview

We are seeking a seasoned Investment Loan Specialist to manage the operational process of investment loans from term sheet signing through closing.

Key Responsibilities:
  • Process investment property loans from application through closing, serving as the primary point of contact for borrowers
  • Review and analyze documentation including property valuations, rent rolls, renovation budgets, entity formation documents, and financial statements
  • Meticulously review all loan files for accuracy and completeness prior to submission to ensure zero errors or discrepancies
  • Proactively identify potential issues early in the process and develop solutions before they become problems
  • Calculate key metrics including DSCR, LTV, and ARV with precision
  • Order and track third-party reports (appraisals, title, inspections, insurance, credit) and coordinate vendor deliverables
  • Prepare comprehensive loan packages for underwriting submission, ensuring accuracy and completeness
  • Address underwriting conditions promptly with thorough research and problem-solving approaches
  • Coordinate closing logistics with lenders, title companies, attorneys, and borrowers
  • Proactively communicate status updates and potential obstacles to all stakeholders
  • Maintain pipeline tracking and provide daily status reports
  • Ensure regulatory compliance with federal, state, and company guidelines through detailed file reviews


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