Process Administrator

Insight Global; Columbus (OH); A distancia; USD 26.000 - 37.000; Jornada completa

Descripción de la vacante

Insight Global is seeking a Process Administrator in Columbus, OH (remote optional) to support onboarding and ongoing administration of purchased loans after closing. You will work with external clients, account executives, and internal teams to ensure accurate onboarding, maintenance, and compliance within client systems.

The role suits candidates with experience in loan processing, underwriting support, financial services operations, mortgage servicing, or documentation review, who are

Formación

• Bachelor's degree or equivalent required.
• 1-5+ years in processing, loan operations, underwriting support, banking operations, mortgage operations, documentation review, paralegal work, or related field.
• Strong attention to detail and ability to identify and correct errors.
• Excellent organizational and time management skills.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Proficient with Microsoft Office Suite, especially Excel and Outlook.

Responsabilidades

• Coordinate onboarding of newly acquired loan portfolios into internal systems.
• Review documentation for accuracy, completeness, and compliance requirements.
• Identify and resolve discrepancies and missing information prior to processing.
• Serve as a liaison between external clients, account executives, and internal teams.
• Maintain and update loan records throughout the relationship lifecycle.
• Conduct verifications and compliance reviews to ensure regulatory adherence.
• Lead recurring client and stakeholder meetings, driving action items to completion.
• Track onboarding milestones and provide status updates proactively.
• Research and resolve processing issues, escalating complex matters as needed.
• Help improve processes and operational efficiency.
• Support reporting, documentation, and audit-related requests.

Conocimientos

Attention to detail

Time management

Multitasking

Client communication

Microsoft Excel & Outlook

Educación

Bachelor's degree or equivalent

Herramientas

Microsoft Office Suite

Descripción del empleo

Location: Columbus, OH ideal but open to fully remote

Duration: Long-Term Contract

Pay Rate: $23/hr

Overview

A client of Insight Global is seeking a Process Administrator to join their Third-Party Loan Operations team. This position supports the onboarding and ongoing administration of purchased loans after they have closed. Unlike traditional retail banking roles, this team works directly with external clients, account executives, and internal stakeholders to ensure loan portfolios are accurately onboarded, maintained, and compliant within the client's systems.

This is an excellent opportunity for someone with experience in loan processing, underwriting support, financial services operations, mortgage servicing, legal/paralegal support, documentation review, or other detail-oriented processing environments. The team is open to candidates who understand the fundamentals of loan documentation and financial processes but do not necessarily have extensive experience in this specific niche.

Key Responsibilities

• Coordinate the onboarding of newly acquired loan portfolios into internal systems.
• Review documentation and data for accuracy, completeness, and compliance requirements.
• Identify and resolve discrepancies, errors, and missing information prior to processing.
• Serve as a liaison between external clients, account executives, and internal operational teams.
• Maintain and update loan records throughout the lifecycle of the relationship.
• Conduct verifications and compliance-related reviews to ensure adherence to internal and regulatory requirements.
• Lead recurring client and stakeholder meetings, providing updates and driving action items to completion.
• Track onboarding milestones and proactively communicate status updates.
• Research and resolve processing issues independently while escalating complex matters as needed.
• Continuously look for opportunities to improve processes and enhance operational efficiency.
• Support reporting, documentation, and audit-related requests.

Required Qualifications

• Bachelor's degree or equivalent professional experience.
• 1-5+ years of experience in processing, loan operations, underwriting support, banking operations, mortgage operations, documentation review, paralegal work, or a related field.
• Strong attention to detail with the ability to identify and correct errors.
• Excellent organizational and time management skills.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Comfortable communicating professionally with clients and internal stakeholders.
• Ability to work independently and take initiative without constant direction.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.

Preferred Qualifications

• Experience with loan documentation, lending operations, mortgage operations, or commercial banking.
• Previous experience supporting client onboarding or account management activities.
• Knowledge of compliance, verification, or audit processes.
• Experience leading meetings, coordinating projects, or driving operational processes.
• Paralegal, underwriting, loan processing, mortgage servicing, or financial services experience.

Ideal Candidate

The ideal candidate is someone who enjoys working in a highly detail-oriented environment, takes ownership of their work, and is comfortable interacting with clients and business partners. They are proactive, organized, and able to spot issues before they become problems. While direct experience with purchased loans is not required, candidates should have a solid understanding of processing workflows, documentation review, or financial services operations.