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Loan Operations Specialist, Successor in Interest & Property Transfers

Wheeler Staffing Partners

Meriden, CT

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JOB DETAILS
SALARY
$25
SKILLS
Analysis Skills, Banking Operations, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Data Analysis, Detail Oriented, Document Management, Documentation, Documentation Review, Establish Priorities, Financial Services, Internal Audit, Legal Documents, Legal Support Skills, Loan Documents, Loan Operations, Loan Servicing, Loans, Loss Mitigation, Maintain Compliance, Microsoft Excel, Microsoft Office, Mortgage Lending, Mortgage Regulations, Mortgage Servicing, Multitasking, Operational Audit, Operational Strategy, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Quality Control, Quality Metrics, Reconciliation, Regulatory Compliance, Regulatory Requirements, Service Level Agreement (SLA), Systems Administration/Management, Systems Maintenance, Time Management, Writing Skills
LOCATION
Meriden, CT
POSTED
16 days ago

Loan Operations Specialist

Location: Meriden, CT
Employment Type: Contract | Open-Ended
Work Arrangement: Fully Onsite
Schedule: Monday–Friday | 8:00 AM–5:00 PM
Compensation: $24.00–$26.00 per hour

Position Overview

Wheeler Staffing Partners is seeking a detail-oriented Loan Operations Specialist for an onsite contract opportunity in Meriden, CT. This position supports critical loan servicing and operational functions related to successor-in-interest requests, deceased borrower account processing, and property ownership transfers.

The ideal candidate will have strong analytical and organizational skills, a customer-focused mindset, and the ability to accurately review documentation, update systems, and ensure compliance with mortgage servicing regulations. This role requires a high level of attention to detail and the ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and service excellence.

Key Responsibilities

  • Prepare, generate, and distribute required written communications related to successor-in-interest requests in accordance with applicable federal, state, investor, and company guidelines.

  • Review legal and supporting documentation received from borrowers, heirs, attorneys, executors, trustees, and other authorized parties to determine eligibility and processing requirements.

  • Process successor-in-interest requests and ensure all required documentation is reviewed, tracked, and completed accurately.

  • Review and process deceased borrower documentation, updating loan records and servicing systems as necessary.

  • Assist with requests involving the transfer of property ownership into Revocable Living Trusts and Limited Liability Companies (LLCs).

  • Verify documentation completeness and accuracy while ensuring compliance with internal procedures and regulatory requirements.

  • Perform system updates and maintain accurate borrower, property, and account information within servicing platforms.

  • Research account discrepancies, investigate issues, and coordinate resolutions with internal departments and stakeholders.

  • Generate, maintain, and analyze operational reports to identify data inconsistencies, processing exceptions, and outstanding requests.

  • Collaborate with servicing, compliance, legal, and customer support teams to ensure timely and accurate request resolution.

  • Monitor assigned work queues and ensure service level agreements and processing deadlines are consistently met.

  • Support internal audits, quality control reviews, and compliance-related initiatives.

  • Participate in process improvement efforts designed to enhance operational efficiency, accuracy, and customer experience.

  • Perform additional duties and special projects as assigned.

Required Qualifications

  • High school diploma or equivalent required.

  • Minimum of one year of experience in mortgage servicing, loan operations, banking, financial services, or a related industry preferred.

  • Strong understanding of mortgage loan documentation and servicing processes preferred.

  • Knowledge of applicable federal, state, and investor regulations related to mortgage servicing is preferred.

  • Excellent attention to detail with the ability to identify inconsistencies, discrepancies, and potential processing issues.

  • Strong analytical, critical thinking, and problem-solving skills.

  • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.

  • Strong verbal and written communication skills with the ability to communicate professionally across all levels of the organization.

  • Proven ability to work independently while contributing effectively within a team environment.

  • Proficiency in Microsoft Office Suite, including advanced Microsoft Excel skills for reporting, data analysis, and reconciliation activities.

  • Strong organizational and time-management skills.

Preferred Qualifications

  • Experience processing successor-in-interest requests, deceased borrower accounts, probate documentation, estate-related transactions, or property ownership transfers.

  • Familiarity with Revocable Living Trust and LLC ownership transfer requirements.

  • Prior experience within mortgage loan servicing, default servicing, loan administration, or loss mitigation environments.

  • Experience working with servicing systems, document management systems, and reporting tools.

  • Knowledge of regulatory requirements governing mortgage servicing and borrower communications.

Work Environment

This position is fully onsite in Meriden, Connecticut. The role operates within a professional office environment and requires frequent interaction with internal departments and stakeholders. The successful candidate must be able to manage a high volume of documentation, maintain strict attention to detail, and consistently meet established productivity and quality standards.

Why Work with Wheeler Staffing Partners

Wheeler Staffing Partners connects top talent with outstanding career opportunities across a variety of industries. We are committed to providing a professional, supportive experience for both candidates and clients while helping professionals advance their careers with leading organizations. Our team is dedicated to building meaningful relationships and creating successful employment connections that drive long-term success.

About the Company

W

Wheeler Staffing Partners

Wheeler Staffing Partners' (WSP) has outstanding client relationships providing consultants with access to some of the most desirable employment opportunities across the nation. Our experience, the solutions we provide, our business processes, and partnerships with our consultants and clients has made the company one of the most sought after placement firms for job seekers and companies of all sizes. WSP, provides all candidates with career opportunities, skill assessments, and interview consulting services and our clients with the candidates that meet their culture and skill set. From our Executive Retained Search Teams, Direct Hire and Contract Staffing Professionals to our RPO Service offerings, we create models to deliver a world-class service, with a sense of urgency and professionalism at the best price. Let us put our expertise and services to work for you!

COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2014
WEBSITE
http://wheelersp.com/