Offer summary

Qualifications:

High school diploma or equivalent required., At least three years of experience in mortgage operations or support functions., Strong communication skills, both written and verbal., Familiarity with mortgage products, underwriting, and online data operations..

Key responsibilities:

Assist clients throughout the loan origination process from approval to funding.

Maintain communication regarding condition status, file movement, and turn times.

Act as a liaison between sales and operations to address client needs.

Monitor loan pipelines, manage closing dates, and support new staff in system use.

Job description

Job Summary

You will be responsible for assisting clients during the origination lifecycle of a loan from conditional approval through funding. The position will proactively assist clients in meeting outstanding conditions, underwriting conditions, compliance needs and provide customer service to clients. You have exceptional communication skills, a high level of motivation thrives in a fast-paced environment, is adaptable to change, and is extremely driven.

Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Be a subject matter expert on all loan products offered by the company and the underwriting requirements for each loan product.
Maintain constant communication regarding condition status, file movement and current turn times.
Ability to answer general questions regarding pricing and points & fees compliance fails.
Have a thorough understanding of the processes required to successfully move a loan from conditional approval to funding.
Monitor a pipeline of active loans submitted by clients.
Manage target closing dates and expiring locks.
Review conditional approval upon issuance from Underwriting and work with client to understand and upload underwriting conditions on suspended or approved loans.
Act as the liaison between sales and operations for all client needs.
Assist with other support teams when back up is needed.
Perform weekly pipeline calls with sales and clients.
Review daily reports to monitor and address lock expirations.
Assist new brokers, new loan officers, new processors and new AEs learning the systems.
Basic restructuring of loans and product changes, assisting clients with the COC process.

Required Skills/Abilities

Three years or more of experience in mortgage operations or a mortgage support function
Preferred wholesale mortgage experience with Encompass
Must be able to type 35 wpm, operate a 10-key calculator and be familiar with on-line data operations.
Must have the ability to diplomatically handle difficult situations and manage priorities daily
Strong written/verbal communication skills
Willingness to make calls to clients
Unwavering attention to detail
Provide exemplary service in all client interactions and communications; always uphold the ResiCentral service standards and exercise good judgment

Physical Requirements

Prolonged periods sitting at a desk and working on a computer
Must be able to lift 15 pounds at a time

Travel Required

Minimal

Education and Experience

High School graduate or equivalent

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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