Position Overview

This role is to provide assistance to the processing team with processing loans and tasks.

Major Duties & Responsibilities 

  • Provides administrative assistance to the SVP, Residential Lending Manager and additional lending staff
  • Maintain a file on individual Correspondent Lenders and update required documentation as needed and compile information needed to establish a new Correspondent Lender
  • System administrator for Fannie Mae, Freddie Mac, and VA portals
  • Assembles and verifies closed loan documentation and forward entire closing package to loan operations for booking
  • Handles all aspects of Construction Administration to include coordinating and communicating with the borrower, builder and inspector to facilitate draw requests
  • Maintains pipeline report and production reports on an ongoing basis
  • Assists in third party ordering, tracking and follow-up to include items such as Flood Determinations, 4506T, Title Insurance, Surveys and Appraisals and Property Insurance
  • Compile and input HMDA data into the Loan/Application Register
  • Monitors files in LOS system for disposition and requests withdrawn files from Lenders in a timely manner; Prepares and mails adverse action documents to applicants
  • Assists in Secondary Market processing to include initial DU submission, upload loan package to investor and follow up with post-closing conditions for funding
  • Cross-Train in Portfolio and Secondary Market mortgage file processing
  • Other duties as assigned

Education & Experience

  • High school diploma or equivalent required, college degree preferred
  • Recommend minimum of 2-3 years of mortgage industry experience, working in an office environment
  • Strong understanding of Microsoft Excel, Word, and Outlook. Must be comfortable in learning new computer systems and programs
  • Strong working knowledge of Conventional, Jumbo, FHA and VA processing
  • Efficient in time management and ability to organize and prioritize tasks
  • Strong interpersonal and communication skills, written and verbal
  • Must be detailed oriented, work in a fast paced environment and adhere to deadlines
  • Calyx software experience a plus
  • Must comply with all regulations that apply within the scope of the position, including RESPA, TRID, OFAC and CIP

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