Wholesale Loan Set Up
New Penn Financial LLC - Irvine, CA

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Job summary

· Responsible for reviewing incoming loan files to ensure the file contains all documentation required to meet the minimum submission requirements. Review documentation for completeness, accuracy, and compliance. Responsible for accepting the submission into the LOS system, input of information in order to generate required loan disclosures to prepare the file for underwriting. Review GFE for proper fee disclosure.
Primary job functions
  • Verify current status for compliance with submission requirements
  • Check loan files for required submission documentation/information
  • Communicate well to collect missing submission documents
  • Board loans onto the loan origination system
  • Complete HDMA scrub, USPS and check all exclusionary lists including LDP/GSA for all disclosed parties to the transaction
  • Conduct appropriate validations and verification of data
  • Generate credit report
  • Initiate TILA disclosures
  • Prepare files for underwriting
  • Other assigned duties as required

Qualifications and experience

· Proficient in Microsoft Office (Outlook, Excel and Word)
· Bachelor’s degree is preferred

Knowledge, Skill and Ability Requirements

· Very detail-oriented
· Fast learner with excellent computer skills
· Ability to work efficiently under time constraints and pressure
· Effective written and verbal communication skills
· Customer service focused
· Ability to multitask, organize and prioritize workload
· Self-motivated
· Ability to maintain strict confidential information

New Penn Financial LLC - 18 months ago - save job
About this company
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