Job Description:
• Assist Loan Originators by prioritizing sales pipelines based on application statuses
• Support Loan Originators with tasks related to completing the mortgage loan application (1003 Application)
• Generate initial disclosures for LO review in accordance with the TILA-RESPA Integrated Disclosure Rule (TRID) procedures and timelines
• Collect documentation from borrowers at the direction of LOs and the loan system
• Manage the statuses and follow-up communications with mortgage service providers such as appraisers and title companies
• Work with wholesale lending underwriters to secure conditional approval and clearance to close
• Validate Final Closing Disclosure (Final CD) information and resolve any missing or mismatched data before closing the loan file in our system
• Execute a Closing Checklist to confirm that all regulated and reportable information is captured in a loan file before closing the file in our system
• Participate in process improvement projects
• Provide prompt, warm, and memorable service
Requirements:
• 2+ years mortgage loan processing or other type of loan processing experience
• Exceptional Customer Service
• Ability to multi-task
• Strong attention to detail
• Wholesale and TPO experience not required, but a plus!
Benefits:
• Comprehensive medical, dental, and vision insurance
• Health savings account with employer contribution
• Flexible spending account (medical & dependent care)
• Voluntary critical illness, hospital indemnity and accident coverage
• Short-term disability paid at 100% after 1 year
• 401(k) plan with generous company match & immediate eligibility
• Free financial advisor service
• Company-paid life and AD&D insurance, short-term and long-term disability
• Generous paid time off package includes 15 paid holidays and generous PTO
• Hybrid or remote positions and flexible hours
• Monthly home office subsidy
• Paid parental leave benefits
• Paid caregiving, adoption and foster leave benefits
• Monthly ClassPass contribution
• Employee assistance program including free counseling sessions
• Tuition reimbursement program
• Pet insurance discount
• Recognition program