MUST HAVE US MORTGAGE EXPERIENCE.Order out experience required and encompass experience preferred.You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.
Key Responsibilities
• Track Lead Notes received from LO (Loan Officer)
• Monitor incoming “App Submitted” emails, and set up the Encompass files to align with LO Lead Notes
• Complete “File Set-up” review when App & Docs are received from the client
Includes ordering credit, organizing docs in Encompass, correcting obvious errors on the client app, etc
• Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.
• Run DU/LP and Order appraisals when needed (if no PIW/ACE)
• Send client needs list after initial file review
• Send client needs list after the Preapproval team completes their review
• Obtain correct EOI, VOE’s, and HOA docs when requested from LOA/Processor
• Ensure that EOI and other documents are correct at the time of funding to avoid funding delays
• Maintain a tracker of all files on their desk, including what is outstanding on each file, to ensure that no file slips through the cracks.
Skills, Knowledge and Expertise
- Order out experience required
- Encompass experience preferred.
- Familiar in using office applications
- Proficient communication skills
- Great personality
- Finance and accounting experience is a plus
Benefits
- Above market salary
- HMO for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- In-depth training for career growth
- Great Company Culture and HR experience
- 1,000 PHP De Minimis
- Equipment and software provided
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