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Loan documentation specialist vs loan services representative

The differences between loan documentation specialists and loan services representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a loan documentation specialist and a loan services representative. Additionally, a loan services representative has an average salary of $38,603, which is higher than the $35,946 average annual salary of a loan documentation specialist.

The top three skills for a loan documentation specialist include customer service, loan applications and real estate loans. The most important skills for a loan services representative are customer service, loan payments, and outbound calls.

Loan documentation specialist vs loan services representative overview

Loan Documentation SpecialistLoan Services Representative
Yearly salary$35,946$38,603
Hourly rate$17.28$18.56
Growth rate-3%-3%
Number of jobs11,76885,475
Job satisfaction--
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 47%
Average age4242
Years of experience44

What does a loan documentation specialist do?

A loan documentation specialist is primarily in charge of assisting clients in preparing and processing their loan applications, ensuring convenience and client satisfaction. Their responsibilities typically revolve around liaising with clients to identify their needs, explaining the extent of procedures, gathering and verifying requirements, and maintaining records of all transactions. They must also help staff in analyzing documentation and participate in training new workers. Furthermore, as a loan documentation specialist, it is essential to devise strategies to optimize documentation services, all while adhering to the company's policies and regulations.

What does a loan services representative do?

A loan service representative is responsible for communicating and interacting with clients and serves as a back-up or reliever in a company. They are the first person that the client must go through if they want to apply for a loan. Loan representatives monitor and ensure that all data and information is properly documented using a loan processing system. Also, they are the ones who inspect and verify if a company is complying with the transaction rules as well as the loan procedures and regulations.

Loan documentation specialist vs loan services representative salary

Loan documentation specialists and loan services representatives have different pay scales, as shown below.

Loan Documentation SpecialistLoan Services Representative
Average salary$35,946$38,603
Salary rangeBetween $28,000 And $45,000Between $15,000 And $98,000
Highest paying CityEugene, ORBaltimore, MD
Highest paying stateWashingtonNew York
Best paying companyCity National BankJersey Shore State Bank
Best paying industryFinanceFinance

Differences between loan documentation specialist and loan services representative education

There are a few differences between a loan documentation specialist and a loan services representative in terms of educational background:

Loan Documentation SpecialistLoan Services Representative
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 47%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan documentation specialist vs loan services representative demographics

Here are the differences between loan documentation specialists' and loan services representatives' demographics:

Loan Documentation SpecialistLoan Services Representative
Average age4242
Gender ratioMale, 29.9% Female, 70.1%Male, 26.8% Female, 73.2%
Race ratioBlack or African American, 11.8% Unknown, 4.4% Hispanic or Latino, 12.3% Asian, 8.2% White, 62.9% American Indian and Alaska Native, 0.4%Black or African American, 11.7% Unknown, 4.4% Hispanic or Latino, 17.0% Asian, 7.1% White, 59.4% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan documentation specialist and loan services representative duties and responsibilities

Loan documentation specialist example responsibilities.

  • Manage successful audit with FHLMC.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Review file and enter in information into the loan origination system LIS.
  • Review the loan for compliance with RESPA tolerances, TILA.
  • Generate and review, HUD, financial statements, fiscal analyses and other financial reports for property acquisition.
  • Process fees and prepare documents for closing; go over HUD-1 with clients for cash to/from close during signing.
  • Show more

Loan services representative example responsibilities.

  • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
  • Track, compile, and send HUD and VA binders off to respective government agency.
  • Approve final numbers on HUD closing contract, turn in final sign contract to lender for funding.
  • Provide research support functions to management and sales representatives on check copies, ACH maintenance and speed-pay income.
  • Complete address changes, respond to emails, opt out requests, return mail, ACH inquiries and enrollment.
  • Provide internal and external customers with require foreclosure documents while meeting require deadlines.
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Loan documentation specialist vs loan services representative skills

Common loan documentation specialist skills
  • Customer Service, 19%
  • Loan Applications, 8%
  • Real Estate Loans, 5%
  • Underwriting Guidelines, 4%
  • FHA, 4%
  • Loan Products, 3%
Common loan services representative skills
  • Customer Service, 24%
  • Loan Payments, 19%
  • Outbound Calls, 4%
  • Escrow Accounts, 4%
  • Mortgage Loans, 3%
  • ACH, 2%

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