Description:
What You'll Do
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Manage a small pipeline of up to 5 loans per month
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Review new loan files prior to initial disclosures to ensure completeness and accuracy
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Assist with file setup to prevent conditions (“cures”) and improve submission quality
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Support overall file quality and readiness for processing and underwriting
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Monitor and respond to team inbox inquiries and help requests in a timely manner
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Answer basic operational and loan-related questions from team members
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Assist with loan locking and DPA (Down Payment Assistance) loan processing as needed
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Pull and distribute scheduled reports, including:
- Broker reports (month-end)
- Branch projection reports (first and mid-month)
- DPA reports (first and mid-month)
- Processor projection reports
- Provide support for daily operational questions, including:
- Running DU (Desktop Underwriter)
- Troubleshooting file or system issues
- General workflow guidance
Requirements:
What We'll Love About You
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Excellent customer service
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Effective communication skills including written and verbal
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Basic knowledge of lender’s and investor’s underwriting and program guidelines
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Ability to prepare state and federally required disclosures
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Ability to manage processing pipeline
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Knowledge of basic underwriting guidelines to calculate income, assess adequate asset availability, review appraisal report, read title commitment/preliminary title reports
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Depending on the opening, may train or may need someone with 1-2 years experience
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Prolonged periods of sitting at a desk and working on a computer
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Frequent use of hands and fingers for typing and data entry
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Ability to view and analyze information on a computer screen for extended periods
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Occasional standing, walking, and reaching
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Ability to lift and carry up to 10–15 pounds (files, documents, office materials)
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Ability to maintain focus in a fast-paced, deadline-driven environment
What You'll Love About Us
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Great Company Culture
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Top Workplaces 6 years in a row (2016,'17,'18,'19,'20 & '21)
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Going Places. Company recently added to the Russell 2000 Index, attributing our strong growth
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Rest and Relaxation. Accrued sick / vacation leave and 10 paid holidays
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Health Benefits. Medical with HSA and FSA options, dental, and vision
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Prepare for the Future. 401(k) with company match