Responsible for the coordination and communication of mortgage origination activities, including but not limited to: pre-qualifying loan programs, pre-qualifying potential borrowers, gathering all required documents, and communicating with the borrower.
Assisted in the coordination of loan closing with the borrower, including underwriting, and title. Obtaining and reviewing all required documents for accuracy and completeness.
Ensure that all loan documentation is complete, accurate, verified and complies with company policy. Verify loan documents are complete and accurate according to policy.
Work with lenders, borrowers, title companies, and attorneys to exchange all documents and close loans.!, able to manage and maintain a high level of customer service.
Review loan files to ensure that they are complete and accurate according to policy. Order and coordinate loan documents.
Financial Services Officer
Assist in the processing of banking transactions including but not limited to: Opening new accounts, ordering credit cards, submitting loan applications, monitoring loan status, and maintaining client satisfaction.
Sales goals and closing of loans and audits of all consumer and business clients. Cross sell other bank products.
Work with mortgage loan officers, underwriters, and closers to ensure all documents are properly signed and notarized. Review and update the loan application.
Assist in the development of new and existing consumer and commercial loan applications. Reviews the loan application process and prepare the necessary documentation for the mortgage loan.
Prepared and reviewed loan documents for accuracy and completeness of loan applications. Assisted in the preparation of various legal documents for the purpose of completing mortgage loan modifications.