The Bond Delivery Coordinator is responsible for the delivery of documents and closed loan files to various bond agencies, servicers, and investors.
Key Responsibilities
- Prepare applicable bond documentation including but not limited to delivery checklists, transfer letters, lien notes etc.
- Submit check requests, compliance fee payments, and issuance of assignments of mortgage.
- Submit master servicer loan file and compliance loan package in accordance with company, bond program specific, and Bond Housing Authority guidelines within the required delivery timeframe.
- Monitor loan delivery and file receipt confirmation to meet applicable deadlines.
- Monitor loan pipeline to identify and clear delivery deficiencies in a timely manner.
- Communicate with investors, agencies, and third parties to ensure completeness of delivered loan file.
- Provide frequent bond loan status updates within loan origination platform and appropriate investor portals.
- Escalate deficiency resolution issues to team lead when necessary to ensure timely resolution.
Skills, Knowledge and Expertise
- High School Diploma or equivalent.
- Experience in performing loan delivery to various Bond Agencies/investors.
- Knowledge of mortgage and Bond Agency Loan documents and programs.
- Knowledge of Ellie Mae Encompass and investor websites.
- Excellent communication, collaboration, and customer service skills.
