- Communication: Acting as a liaison between applicants, underwriters, and loan officers to resolve questions and missing information.
- Compliance: Ensuring all files adhere to company policies and federal/state lending regulations.
- Efficiency: Meeting deadlines and managing multiple applications simultaneously to ensure timely closing.
- Data Verification: Reviewing loan applications to ensure accuracy and compliance, checking credit reports, and verifying employment/income.
- Document Management: Collecting, organizing, and preparing loan files (tax returns, pay stubs, bank statements) for underwriting review.
- Attention to Detail: High level of accuracy in reviewing financial documents.
- Communication: Strong verbal and written skills for updating borrowers and collaborating with internal teams.
- Technical Skills: Proficiency in loan processing software and Microsoft Office suite.
- Knowledge: Understanding of lending regulations and underwriting terminology.
- Experience: Typically 2+ years of experience in the consumer loan or mortgage industry.
- Education: Bachelor's degree in finance, accounting, or related field preferred
