*THIS IS NOT A REMOTE OR HYBRID POSITION*

Responsibilities:

• Answering and transferring calls
• Managing bill payment
• Organize and maintain documents
• Biweekly payroll and tracking employee commission maintaining
• Assists in auditing clients’ files, tracking and organizing documents
• Managing CRM, client follow-ups, organizing client information, and maintaining accurate data related to clients
• Review loan applications for completeness
• Income calculation
• Provide loan officer with information regarding borrower’s files
• Work with third parties to obtain items such as title and HOI documents
• Maintain and manage the pipeline
• Run credit, order appraisals, and preparing required worksheets (i.e., fee worksheet, LE, etc..)
• Prepare and submit document requests
• Work with loan officer, investors, and all other parties to clear conditions
• Request funding confirmation on all borrower files
• Perform and opening items audit on all borrower files
• Communicate with borrowers about loan updates and items needed

Qualifications:

• Strong Computer Skills
• Strong written and verbal communication skills
• Ability to multitask
• Strong time management skills
• Excellent organizational skills
• Ability to manage multiple calendars
• Knowledge of Non-QM (preferred)
• Knowledge of loan origination systems
• Proficient computer skills (Adobe, Microsoft Suite, DropBox, DocMagic, Outlook)
• Knowledge of Fannie Mae (DU) and Freddie Mac (LP)
• Strong Customer Service skills
• Ability to meet strict deadlines
• Promptly provide updates on files to loan officer