
Loan Servicing and Draw Operations Analyst
Sagan RecruitmentWhat You'll Do
Core Responsibilities:
Set up new borrowers and their loan documents in the Trustpoint.ai portal immediately following the loan close.
Support onboarding by ensuring borrower accounts are correctly configured and draw submission procedures are accessible.
Order property inspections for all draw requests submitted by borrowers.
Drive the draw process forward to ensure submitted draws progress from request to a completed inspection within 48 hours.
Compare completed inspection reports and photographs against the requested draw amount to ensure the described construction work was actually completed.
Review all draw paperwork to confirm documents are signed, complete, properly executed, and meet substantiation requirements.
Communicate any discrepancies between inspection findings and the draw request, or any missing documentation, tracking resolution before approving the payout.
Monitor loan payment activity across servicer portals daily to identify any loans unpaid by the 5th business day of the month.
Flag required outreach for delinquent loans and thoroughly document all contact attempts and borrower responses.
Escalate major unresolved issues regarding draws, inspections, documentation, and payments to the management team.
Provide a clear summary of escalated issues, steps already taken, and recommended next action to enable quick management decisions.
What We're Looking For
POSITION: Loan Servicing and Draw Operations Analyst - (WG14198)
Location: Remote (Only talent from LATAM, and SouthAfrica, with no heavy accent, excellent English speaking and written!)
Schedule: Monday to Friday; 9:00 AM - 6:00 PM (EST)
Compensation: Up to 3000 USD/month, The process is 2 interviews, Applicants must update their resume and video mandatory!
Note: Independent contractor position
WE'RE LOOKING FOR SOMEONE WHO HAS:
- Set up new borrowers and their loan documents in the Trustpoint.ai portal immediately following the loan close.
- Support onboarding by ensuring borrower accounts are correctly configured and draw submission procedures are accessible.
- Order property inspections for all draw requests submitted by borrowers.
- Drive the draw process forward to ensure submitted draws progress from request to a completed inspection within 48 hours.
- Compare completed inspection reports and photographs against the requested draw amount to ensure the described construction work was actually completed.
- Review all draw paperwork to confirm documents are signed, complete, properly executed, and meet substantiation requirements.
- Communicate any discrepancies between inspection findings and the draw request, or any missing documentation, tracking resolution before approving the payout.
- Monitor loan payment activity across servicer portals daily to identify any loans unpaid by the 5th business day of the month.
- Flag required outreach for delinquent loans and thoroughly document all contact attempts and borrower responses.
- Escalate major unresolved issues regarding draws, inspections, documentation, and payments to the management team.
- Provide a clear summary of escalated issues, steps already taken, and recommended next action to enable quick management decisions.
If you meet these requirements, we'd love to receive your application.
Additional Information
Experience Level
Mid-Level
Employment Type
full-time
Work Mode
Remote