Summary Responsibility for timely and accurate disbursement of loan proceeds. Responsible for maintaining and cultivating relationships with closing agents.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Perform pre-audit closing review – update mortgage and home equity processing software/review file for mortgage compliance requirements
Input data accurately and timely into mortgage and equity origination and tracking software indicating status changes, closing dates, etc.
Prepare and deliver closing documents to appropriate closing agents
Input loan data in core system
Input escrow data in core system
Fund mortgage and equity loans and distribute to closing agent and/or members
Answers questions regarding closing requirements
Reviews HUD documents for accuracy prior to closing to ensure all fees are accurate
Post incoming checks from closing agent
Complete tax letter
Update core system with additional information
Notify closing agents regarding all funding process changes
Visit new closing agents with manager before loans are assigned to agents for closing
Actively participate in Mortgage Lending Team meetings and other mortgage activities
Keep the Mortgage Lending Team informed regarding audit errors for continual process improvement
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.