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Description
Responsibilities
- Order appraisals, title work, flood certificate, all supporting documents. This also includes correspondence with the title companies and appraisers
- Correspond with insurance companies to get EOI (Evidence of Insurance) before the closing date
- Complete reviews of appraisal and UCDP reports
- Prepare loan documentation including but not limited to modifications, credit report authorizations, and extensions
- Complete verification of employment prior to closings
- Assist with customer service including phone calls and online messaging
- Process payoff requests
- Assist with collection correspondence and tracking
- Assist with indexing and reviewing loan files to Synergy
- Assist with processing draw requests
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Knowledge, Skills, and Abilities
- Knowledge of general banking operations and lending procedures.
- Strong attention to detail and accuracy.
- Ability to organize and prioritize work while meeting deadlines.
- Strong written and verbal communication skills.
- Ability to identify and resolve discrepancies in documentation and records.
- Proficiency with Microsoft Office products and banking software systems.
- Ability to work independently as well as collaboratively within a team environment.
- Ability to maintain confidentiality and professionalism when handling sensitive information.
Requirements
Education and Experience
Required
- High school diploma or equivalent.
- One year of banking, lending, administrative, clerical, or customer service experience.
Preferred
- Associate degree in a business-related field.
- Previous loan operations, loan processing, loan servicing, or documentation experience.
- Familiarity with core banking and document imaging systems.
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