We seek a Mortgage Analyst who is an accuracy superstar, presents a strong customer service presence, and possesses the ability to work under the pressure of a deadline. This role is responsible for ensuring the accuracy of each loan request by reviewing submitted personal information and financial records, validating such records against initial loan terms, assembling and preparing documents used for loan closings, and maintaining records for the subject financial transaction.
This opportunity offers a competitive compensation and benefits package. If you are a skilled residential property appraiser or valuations specialist looking to join a successful and expanding mortgage originator, we welcome hearing from you.
Responsibilities / Essential Job Duties
Validate Term Sheets using provided support documentation to ensure all loan level guidelines are satisfied; Requesting support documentation when not provided
Clear loan conditions and communicate effectively with internal team, loan originators, underwriting department, and closing.
Maintain a personal pipeline 40-50 loan files
Build functional knowledge of TVC’s products and services as well as the laws, regulation and internal policies and procedures appropriate to the position
Prepare a complete and concise loan file with timely submission to underwriting and closing departments in order to meet scheduled contract or other predetermined deadlines
Ensure that all conditions have or will be satisfied prior to providing the file to the closing department for preparation of closing documents
Ensure file accuracy by reviewing and analyzing all aspects of the credit package including but not limited to accuracy of file input, timely delivery of required application disclosures, title policy, credit report/credit documentation and appraisal review
Interface effectively and professionally with applicants/borrowers, realtors, builders, appraisers, title companies and internal colleagues to insure efficient and timely workflow
Perform other assigned duties as requested
Competencies/Skills
Knowledge of loan documentation policies and mortgage lending regulations
Excellent verbal and written communication and grammar skills
High attention to detail and accuracy with an ability to multi-task
Ability to identify problems and develop procedures to resolve the situation
Ability to provide outstanding customer service and solve customer related problems quickly
Strong familiarity credit reporting and mortgage collateral reviews
Ability to work well under the pressure of strict deadlines and changing priorities
Ability to maintain a high level of confidentiality and integrity with sensitive/confidential client and borrower information
Excellent time management and follow-up skills
Education and Experience
1 to 3 years of professional experience, prior experience in the mortgage industry preferred
Bachelor’s degree or equivalent education required
Intermediate Excel skills/experience
Previous Salesforce or other Customer Relationship Management (“CRM”) experience is a plus
Knowledge and experience with Loan Origination System(s) (“LOS”) is a plus
About the Company
Company website: https://www.templeviewcap.com/
Benefits
Salary: $60,000-$65,000 pending experience, qualifications, and location
Supplemental Pay:
Quarterly bonus dependent on individual, team and company performance
Benefits (waiting period may apply):
401(k) with matching
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Flexible schedule
Paid time off
Schedule:
Full time
Monday to Friday 9AM – 6PM or 10AM – 7PM EST
Work Location:
Bethesda, MD or remote
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
