Transfer Agent

TEKsystems
$24.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Florida, St. Petersburg
Oct 16, 2025
Transfer Agent Top Skills: * 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare) * Encompass POS system experience preferred * Experience working in banking or financial services * Experience processing documents/ document management * Strong data entry skills * Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) * Willingness to go above and beyond for customers * Proactive problem solving skills * Ability to maintain a professional demeanor at all times * Strong written and verbal communication skills * 3-5 years of retail mortgage loan processing experience * Experience managing a pipeline of at least 35 loans at a time MUST HAVE EXPERIENCE WITH JUMBO LOANS * Understanding of TRID Regulatory Guidelines * Exceptional customer service skills * Clear and professional written and oral communications skills (will be 'client-facing' over the phone and will frequently interact with internal and external customers) * Ability to multi-task within a fast paced environment * Minimum of High School Diploma or GED Schedule: Will work fully onsite each day for training (around 4 weeks) Will work a hybrid schedule once training is complete- onsite 3 days per week 8am-5pm, Monday through Friday Job Duties: * Reviews and approve client requests to transfer accounts to and from contra firms * Routinely make phone calls to the contra firms regarding status of transfers * Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents * Scrutinizes information contained in all types of transfer forms and letters of authorization * Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment * Reconciles client accounts accurately * Effectively creates and distributes client correspondence * Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development * Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism * Performs general clerical activities, including faxing, copying and filing * Assists other areas of the department with various functions when volume is high and/or staffing levels are low * Obtains required loan documentation and may process less complex loan applications. * Orders credit verifications and third party services. * Tracks receipt of and reviews legal documents. * Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents. * Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation. * Prepares and compiles documents for review and approval. * May prepare or review for accuracy, disclosures required by relevant consumer regulations. * May perform basic loan calculations * Interact with financial advisors, mortgage consultants, banking consultants and the client Pay and Benefits The pay range for this position is $24.00 - $24.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in St. Petersburg,FL. Application Deadline This position is anticipated to close on Oct 17, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.