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MUST HAVE US MORTGAGE EXPERIENCE. Order out experience required and encompass experience preferred.You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.
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.
