Loan secretary vs loan services representative

Differences between loan secretary and loan services representative duties and responsibilities

Loan secretary example responsibilities.

• Prepare and file UCC's and title applications.
• Process auto title work, life insurance, UCC filing and recording.
• Review loan files, facilitate and verify loss mitigation application request, determine eligibility for clients requesting foreclosure financial assistance.
• Determine loan DU eligibility and submit files to underwriting department.

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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