Back to jobs
Job Description
Job Summary
The primary purpose of the Loan Opener position is to receive loan application submissions into the Loan Processing system. This position is responsible for receiving and updating critical loan data within the system and setting up the loan file for processing in an accurate compliant manner.
Essential Duties and Responsibilities
Reviews loan files to ensure compliance with regulations and policies and departmental productivity and quality requirements.
Manages email communication with Brokers, Account Managers and Account Executives to request documentation and set expectations.
Performs accurate and complete data input into Point of Sale or Loan Origination system.
Requests needed documentation from third party sources and provide follow up within regulatory guidelines.
Assists the processing staff with other tasks or projects as needed.
Performs other duties as assigned.
Position Requirements
Education
High school diploma or equivalent required
Experience
Minimum of two years of Mortgage/Banking experience required
Full understanding of Wholesale loan documents preferred
Functional/Technical Skills
Working knowledge of investor guidelines
Experience using Microsoft Outlook, Word and Excel
Effective verbal and written communication skills
Displays strong organizational skills and manages time effectively
Ability to multi-task and deal with competing priorities
Ability to meet deadlines
Ability to adapt to a changing environment
Environmental/Physical Demands
Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
