primary task: loan processing and administration
? receiving initial loan information and documentation from a mortgage broker
? review and analyze all provided documents to determine acceptability.
? ensure ordering of all necessary documents to complete the loan file including: title, appraisals; obtain payoffs and releases, credit reports, ofac, flood certs, homeowners insurance, and other required documents.
? preparing a home loan application through a software system up to the point where it is ready for submission
? review loan files for completeness, accuracy, and compliance standards and submit to underwriting.
? communicating with clients via email
? communicating with the mortgage broker if additional information is needed or problems arise (via email, phone and video conference)
? managing the loan application from approval through to settlement
additional tasks
? data entry
? complete pricing requests for clients by contacting/arranging with lenders
? ordering up front valuations
? touching base with existing clients by email on anniversaries of loans (. 12 months) making sure everything is going ok – after 24 months book in to conduct review
? create marketing emails (content supplied by broker) to send to client base periodically
qualifications
? previous experience as a loan processor or currently in a mortgage finance related field would be preferred.
? excellent english communication skills, both verbal and written
? strong customer service and organisational skills
? with strong attention to detail
? ability to work to deadlines
? good general computer and database usage skills
? with good sense of initiative and great confidence
? proven ability to work unsupervised
what we offer you!
? competitive compensation (2,00,000 to 4,00,000) per annum salary negotiable for the right candidate
? weekends off