Job description
MUST HAVE MORTGAGE EXPERIENCEYou will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities. Encompass experience is a plus
Key Responsibilities
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.
Skills, Knowledge and Expertise
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
Benefits
Above market salary
HMO on Day 1 for principal and two dependents
Government-mandated benefits
Performance-based Incentives
Quarterly Company Events
1,000 PHP De Minimis
Equipment and software provided
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.