Loan Operations Specialist

Investment Bank located in Baltimore, MD seek Loan Processing Specialist.

Business Unit: Loan Processing Ops

On site min 3 days a week and they will need a working home computer and/or laptop.

Zoom interviews for the first round and likely the 2nd round.

The Loan Processing Support Specialist maintains pipeline health and workflow continuity across the mortgage origination lifecycle within the Loan Processing unit. This role partners closely with Mortgage Specialists and internal teams to proactively identify and resolve issues that impede loan progress, ensuring quality, compliance, and funding outcomes are achieved.

LP Support Specialists take end to end ownership of loan and service exceptions, remove workflow bottlenecks, and provide targeted operational intervention to keep loans advancing efficiently and compliantly.

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Key Responsibilities

• Monitor the loan pipeline to identify stalled, at risk, or complex loans and take targeted action (calls, follow ups, document retrieval) to unblock progress

• Resolve loan and service exceptions end to end, coordinating across Mortgage Specialists and internal partner teams

• Serve as a continuity resource to ensure consistent progress through Initial Disclosures, Loan Processing, Closing, and Funding

• Provide LOA, and other extended absence coverage to maintain workflow continuity during staffing gaps or volume spikes

• Act as deployable support during periods of elevated volume or operational stress

• Investigate recurring issues, identify root causes, and recommend workflow or process improvements

• Partner with internal teams to reduce repeat defects, bottlenecks, and handoff friction

• Support quality and compliance through Initial Disclosure and Loan Processing scrubs

• Assist managers with coaching related to quality trends, defects, and compliance gaps

• Ensure operational enhancements and initiatives (e.g., OERC) are implemented effectively and feedback is surfaced

• Generate and analyze operational reporting related to pipeline health, aging, trends, and funding performance

• Track performance against funding targets and initiate corrective actions when risks are identified

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Required Qualifications

• Minimum 5 years loan processing experience

• Self-starter who engages directly via phone when needed, to resolve issues

• Strong understanding of mortgage operations and the loan origination lifecycle

• Demonstrated ability to manage complex workflows and resolve issues across multiple stakeholders

• Proven analytical and problem solving skills with the ability to identify root causes and drive solutions

• Experience with operational reporting, pipeline management, and performance metrics

• Strong communication skills with the ability to influence without direct authority

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Preferred Qualifications

• Experience supporting or partnering with Initial Disclosures, Loan Processing, Closing, Underwriting, and/or Funding teams. Originations and/or Sales experience a plus

• Experience with non-conforming/complex loan transactions preferred

• Prior exposure to quality assurance, compliance reviews, or regulatory driven processes

• Ability to operate effectively in a fast paced, change driven environment

• Prior management experience preferred