Junior Mortgage Processor

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

• Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.

• 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