- 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
- Ability to calculate income for Wage Earners and SE borrowers
- 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.
Requirements
- Mortgage industry experience is required
- Encompass experience is a plus
- Must have experience with order outs and calling third parties
- Familiar with using office applications
- Proficient communication skills
- Great personality
- Finance and accounting experience is a plus
Core Competencies
Demonstrates expertise in mortgage processing, including file setup, document verification, and communication with loan officers and clients. Proficient in managing documentation and ensuring compliance to facilitate smooth funding processes.
Highest-signal resume keywords
- Mortgage Industry Experience
- Encompass Experience
- Order Outs Experience
- Proficient Communication Skills
- Finance and Accounting Experience
ATS Optimization Keywords
Hard Skills
- File Setup Review
- Income Calculation
- Document Organization
- DU/LP Running
- Appraisal Ordering
Soft Skills
- Great Personality
Industry Keywords
- Loan Officer
- Client Needs List
- EOI
- VOE
- HOA Documents
Tools & Technologies
- Encompass
- Office Applications
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Mortgage Processor Arbeitgeber: Jobtailor
Als Global Director B2B – Business Development bei uns profitieren Sie von einer dynamischen und innovativen Arbeitsumgebung, die auf Zusammenarbeit und Kreativität setzt. Wir bieten Ihnen nicht nur attraktive Vergütungsmodelle und umfassende Weiterbildungsmöglichkeiten, sondern auch die Chance, in einem internationalen Team zu arbeiten, das Vielfalt und persönliche Entwicklung fördert. Unsere Unternehmenskultur legt großen Wert auf Flexibilität und Work-Life-Balance, sodass Sie Ihre Karriereziele in einem unterstützenden Umfeld erreichen können.
