Responsibilities
- Collect necessary borrower documentation and secure required records from external vendors in compliance with internal, client, and investor guidelines.
- Examine loan files thoroughly to confirm consistency among all documents and alignment with the application data in the system.
- Digitize physical loan applications by scanning them into a shared system drive for universal team access.
- Interpret underwriting submission criteria thoroughly prior to filing the loan package.
- Initiate and log requests for essential services related to each loan file within the designated systems.
- Monitor the progress of ordered services to minimize delays between order and delivery.
- Review underwriting conditions upon loan decision and coordinate with relevant parties to fulfill outstanding requirements.
- Organize and manage settlement scheduling with third parties and borrowers once final approval is granted.
- Maintain clear and professional written and verbal communication with clients and internal teams.
