贷款协调员 - 美国按揭
Loan Coordinator - US Mortgage
必须拥有房贷相关经验。有订单处理经验者优先。您将审核收到的文件，完成订单处理，并作为全方位的支持团队成员，确保其他同事能够有效专注于其主要职责。
主要职责
• 跟踪来自贷款专员（LO）的线索备注
• 监控收到的“申请提交”邮件，并根据LO的线索备注设置Encompass文件
• 在客户提交申请和文件时完成“文件设置”审核
包括下单信用报告、在Encompass中整理文件、纠正客户申请中的明显错误等
• 当我们收到足够文件供其审核时，将文件发送给预批准团队
• 如无PIW/ACE，必要时运行DU/LP并下单评估
• 初次文件审核后发送客户需求清单
• 预批准团队完成审核后发送客户需求清单
• 当贷款专员/处理人员要求时，获取正确的EOI、VOE和HOA文件
• 确保在放款时EOI和其他文件正确，以避免放款延迟
• 维护所有文件的跟踪表，包括每份文件的未完成事项，以确保没有文件被遗漏
技能、知识和专长
- 必须有订单处理经验
- 有Encompass经验者优先
- 熟悉使用办公应用
- 具备良好的沟通能力
- 性格优秀
- 有金融和会计经验者优先
福利
- 薪资高于市场水平
- 包括主申请人及两名依赖人的健康医疗保险
- 政府规定福利
- 业绩挂钩激励
- 每季度公司活动
- 为职业发展提供深入培训
- 优秀的公司文化和人力资源体验
- 1000菲律宾比索的最低限度福利
- 提供设备和软件
最初发布于Himalayas
查看英文原文
MUST HAVE US MORTGAGE EXPERIENCE.Order out experience required and encompass experience preferred.You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.
Key Responsibilities
• Track Lead Notes received from LO (Loan Officer)
• Monitor incoming “App Submitted” emails, and set up the Encompass files to align with LO Lead Notes
• Complete “File Set-up” review when App & Docs are received from the client
Includes ordering credit, organizing docs in Encompass, correcting obvious errors on the client app, etc
• Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.
• Run DU/LP and Order appraisals when needed (if no PIW/ACE)
• Send client needs list after initial file review
• Send client needs list after the Preapproval team completes their review
• Obtain correct EOI, VOE’s, and HOA docs when requested from LOA/Processor
• Ensure that EOI and other documents are correct at the time of funding to avoid funding delays
• Maintain a tracker of all files on their desk, including what is outstanding on each file, to ensure that no file slips through the cracks.
Skills, Knowledge and Expertise
- Order out experience required
- Encompass experience preferred.
- Familiar in using office applications
- Proficient communication skills
- Great personality
- Finance and accounting experience is a plus
Benefits
- Above market salary
- HMO for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- In-depth training for career growth
- Great Company Culture and HR experience
- 1,000 PHP De Minimis
- Equipment and software provided
Originally posted on Himalayas