Location: Lexington, SC
Essential Duties and Responsibilities (Other duties may be assigned.)
• Download, review, and monitor loan pre-purchase suspense conditions.
• Ensure files reviewed and completion of tasks at various points of the file flow are compliant with quality initiatives and set turn time expectations.
• Produce and submit timely and accurate management reporting.
• Communicate clearly and concisely with appropriate staff regarding resolution of file issues including suspense conditions within response deadlines.
• Obtain and submit supporting documentation to clear suspense conditions (internal and Investor) by deadline to minimize monetary penalties.
• Maintain current knowledge of Investor/Agency documentation requirements to ensure appropriate documentation is obtained to clear conditions.
• Ensure accuracy and clarity of document images in appropriate systems.
• Accurately index and transfer package image to permanent retention site.
• Coordinate execution of required assignment document for loan delivery.
• Validate and input accurate data into origination systems.
• Develop and maintain high level customer service.
• Create effective relationships and communication with teammates and partners.
• Complete investor proprietary submission documents for successful loan deliveries.
• Will serve as a backup for Customer Service with active mortgage clients.
• Engage clients to find a solution on past due accounts.
• Will post construction draws.
• Download, review and monitor service released sold loan final documents reports from investor proprietary sites; submit requests for revision as necessary.
• Track receipt of final documents within investor/Agency defined timelines.
• Provide follow-up communication to closing agents and title insurers on procedural timelines to ensure prompt receipt of final documents.
Qualifications
• Bachelor’s degree, or 3 years of related experience preferred, or an equivalent combination of education and experience.
• Experience with Secondary Market shipping and closing investor requirements preferred.
• Familiarity with residential mortgage closing documents and servicing experience.
• Effective oral and written communication skills.
• Ability to compute basic to moderately complex math calculations.
• Basic problem-solving and analytical skills. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Proficiency in using personal computers and office products (e.g., Word, Excel).
• Excellent customer service and interpersonal skills.
• Ability to work with direction from supervisor.
• Must be able to work overtime as business needs require.
• Ability to effectively multi-task in a close working environment.