Description:
Basic Description:
This is an entry-level position responsible for the receipt, review, and submission of closed loan documents.
This position has the opportunity to work hybrid after 90 days of employment.
Responsibilities:
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Receive and check in loan packages upon receipt from carrier
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Scan packages into the system
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Prepare original notes for shipment to warehouse banks
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Review closing packages for completion & accuracy according to agency guidelines
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Communicate with external & internal parties to obtain missing documents or corrections. Follow up on requests and upload trailing documents upon receipt
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Electronically deliver loan files and/or data to appropriate investor
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Activate & transfer Private Mortgage Insurance as needed
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Send documents to USDA for loan guarantee
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Release notes from warehouse banks to complete purchase of loans
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Coordinate with Post-Closing on suspense conditions or missing items
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Manage personal pipeline to ensure deadlines & quotas are met
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Maintain in-office filing system to ensure documents are stored according to compliance regulations. Assist with secure disposal of loan documents
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Additional duties as assigned
Requirements:
Qualifications & Skills:
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Excellent time management and organizational skills
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Ability to perform in a fast-paced environment while maintaining quality
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Effective & professional verbal and written communication skills
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Self-motivation to exceed goals and standards
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Attention to detail
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Ability to work effectively in a team-oriented and positive environment
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Understanding of mortgage terms/language (or ability to learn and retain)
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Adaptability to changes in procedures & guidelines
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Prolonged periods sitting at a desk and working on a computer.
