Assist lenders with the efficient management of the loan origination process, beginning at the receipt of all required application documents through post-closing procedures. The position includes on-going assistance with management, administrative, clerical, and portfolio-related tasks. In addition, the role requires one’s ability to demonstrate the highest credentials of professionalism, critical to the Team’s long-term performance, while also maintaining strong organizational and time management skills.
PRIMARY RESPONSIBILITIES:
• Acts as intermediary between Borrowers, Lenders, and Doc Prep to accurately facilitate all pre-closing loan requirements, including but not limited to: collection of documents; completion of Doc Sheets; coding (GEO, CRA, HMDA, NAICS); and searches (OFAC, UCC).
• Initiates first review of Loan Documents, verifying loan approved as presented, while also eliminating errors prior to closing.
• Fulfills both order and completion of Title Insurance Requests, Internal & External Appraisals, Hazard & Flood Insurance, Flood Certification, Corporate Filings, Credit Reports and NADA Values.
• Prepares, Organizes & Scans all loan files in accordance with Workflows and Documented Checklists, proving verification and collection of all required documents, prior to delivery to Document Preparation & Customer Signature.
• Initiates Officer Tracking Reports through proactive portfolio management of both Loan Tickler & Maturing Loan Reports. Collection includes, but is not limited to: Financial, Insurance, Compliance & Documentation Exceptions.
• Prepares & Inputs all data requirements for Customer Information File (CIF) into Loan Platform System, while monitoring all customer information for Suspicious Activity & Reporting.
