Planet Home Lending

Loan Eligibility Specialist

US-CA-Santa Ana
3 months ago
# of Openings


The Loan Eligibility Specialist ensures loans submitted on a delegated basis meet Planet Home Lending's product eligibility.

Primary Responsibilities

  • Represents the company in a professional and enthusiastic manner: by providing an exceptional level of customer service, supporting the mission statement, and adhering to our core values in all functions of their job responsibilities and interaction with internal and external customers.
  • Provides support to the NSM in the development and relationship management of Sellers in an effort to acquire on-going and increased business.
  • Ensure internal and external customer service expectations are delivered.
  • Splits documents in Blitz to the proper naming convention.
  • Completes a minimum of six audits a day.
  • Validates all required fields in HOP to ensure accuracy prior to purchase.
  • Other duties and projects as may be assigned.
  • Provide regular feedback and development opportunities to the manager.
  • Actively participates in the on-going development and testing of HIP/HOP.
  • Reports to work on a daily and timely basis.

Position Requirements

  • Intermediate level of oral and written communication skills in English.
  • Intermediate analytic skills, attention to detail, and ability to work within time constraints.
  • Intermediate level of computer skills.
  • Intermediate typing skills.
  • Intermediate level of interpersonal skills to work effectively with others.
  • Ability to hear and understand customer inquiries and oral instructions from supervisors.
  • Ability to receive phone calls with or without reasonable accommodation.
  • Ability to read paper documents and read from and key text into a personal computer with or without reasonable accommodation.
  • Ability to work overtime as required by the department manager based on the work requirements.
  • Ability to prioritize workflow and utilize time management skills.
  • Two to five years of experience in functions described for this position.
  • The position requires considerable concentration and creativity. It is subject to stress caused by changing priorities, tight deadlines and significant workload. (Travel requirements and overtime expectations may be described.)


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