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Loan documentation specialist vs mortgage specialist

The differences between loan documentation specialists and mortgage specialists 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 mortgage specialist. Additionally, a mortgage specialist has an average salary of $38,757, 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 mortgage specialist are customer service, residential mortgage loans, and origination.

Loan documentation specialist vs mortgage specialist overview

Loan Documentation SpecialistMortgage Specialist
Yearly salary$35,946$38,757
Hourly rate$17.28$18.63
Growth rate-3%-3%
Number of jobs11,76826,471
Job satisfaction--
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 55%
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 mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Loan documentation specialist vs mortgage specialist salary

Loan documentation specialists and mortgage specialists have different pay scales, as shown below.

Loan Documentation SpecialistMortgage Specialist
Average salary$35,946$38,757
Salary rangeBetween $28,000 And $45,000Between $29,000 And $51,000
Highest paying CityEugene, OROakland, CA
Highest paying stateWashingtonWashington
Best paying companyCity National BankCiti
Best paying industryFinanceFinance

Differences between loan documentation specialist and mortgage specialist education

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

Loan Documentation SpecialistMortgage Specialist
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan documentation specialist vs mortgage specialist demographics

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

Loan Documentation SpecialistMortgage Specialist
Average age4242
Gender ratioMale, 29.9% Female, 70.1%Male, 39.3% Female, 60.7%
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, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan documentation specialist and mortgage specialist 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

Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • Show more

Loan documentation specialist vs mortgage specialist 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 mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

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