MUST HAVE MORTGAGE EXPERIENCEYou will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities. Encompass experience is a plus
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
- Mortgage industry experience is required
- Encompass experience is a plus
- Must have experience with order outs and calling third parties
