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