Published date: November 21, 2020 7:59 am
Location: Fishers, Indiana, United States
Employee will setup a loan prepping for Underwriting, working in conjunction with the client, Underwriting and Closing Departments. Employee will be responsible for setting up a loan and or working files that have missing documents to get it ready for Underwriting. Internal and external client communication required to provide an expedient and professional setup process.
Essential Job Functions may include:
Ensure file and documents meet company and compliance requirements.
Manage setup turn times to ensure in accordance with management instruction and ensure that appropriate file quality and timeliness are provided to clients.
Communicate with clients on items required, deadlines and scheduling issues.
Verify several aspects of the documentation and process including, but not limited to: Bank Statements, Asset documentation, AUS Findings, and Disclosure Packages.
Develop in-depth knowledge of compliance related issues.
Become proficient with the document management system.
Accurately electronically file documents and information in the system and ensure all information is complete and accurate. Use checklists and other job aides as necessary to accurately complete all required information.
Perform other related duties as assigned and required.
Other Related Duties:
Performs other related duties as assigned.
This position has no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
Excellent Written and Oral Communication Skills Required
Time management and ability to perform in a multi-tasking environment
Education and/or Experience: Business to select and add any additional type of experience
High School Diploma or GED
Some college or prior work experience preferred
Must be able to work in deadline oriented, timing sensitive environment.
Must be available to work 8-5pm (Pacific Time) Monday through Friday.
Type of skill and or Licensing/Certification/Registration:
Must have moderate comfort level with Microsoft products.
Good working knowledge of basic computer skills: typing, attaching files, saving documents.