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TPO Correspondent Review Specialist (Pacific Time Zone)

Key Facts

Remote From: 
Full time
English

Other Skills

  • Communication
  • Time Management
  • Teamwork
  • Organizational Skills
  • Detail Oriented

Roles & Responsibilities

  • Experience in mortgage loan processing or documentation review
  • Strong attention to detail and accuracy in data entry and document indexing
  • Knowledge of disclosure requirements and closing document preparation
  • Excellent communication and coordination skills with brokers, account executives, and underwriting teams

Requirements:

  • Review loan package provided by broker partners and manage each file from application to closing
  • Perform loan data entry and document indexing, verifying information for accuracy
  • Provide disclosures as required by local, state, and federal regulations
  • Prepare closing documents ensuring quality, accurate closing fees, and property closing conditions

Job description

This position is responsible for working on behalf of the mortgage lender by accurately assembling and verifying all initial application disclosures and closing documentation.  The Review Specialist is responsible for preparing and verifying closing document when needed and reviewing all documentation to ensure the loan meets program guidelines, compliance and company policies.

 

At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

 

 

DUTIES & RESPONSIBILITIES 

  • Review loan package provided by broker partners and take each file from application to closing 

  • Loan Data Entry and Document Indexing / verify information for accuracy 

  • Services Ordering 

  • Provide proper disclosure as required by local, state, and federal regulations 

  • Input and evaluate DU/LP findings, credit reports, verification of employment, income and asset documentation, preliminary title reports, Flood Certifications and Appraisals prior to forwarding the file to underwriter 

  • Obtain missing documents and verify document accuracy by communicating directly with the broker partner, account executive, and any other party involved in the transaction 

  • Work on conditions for loans that come out of underwriting 

  • Prepare closing documents ensuring quality, correct closing fees, and property closing conditions 

  • Ensure compliance with Company policies and procedures 

  • Maintain communication with broker partner and Account Executive regarding loan file throughout the life of the loan 

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