初级抵押处理员
Junior Mortgage Processor
职能支持未标注地域
公司NightOwl Consulting
薪资未公开
工作地点Worldwide
地域资格未标注地域
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间12 天前
数据来源Himalayas
必须有房贷经验,你将审核收到的文件,完成订单输出,并作为全面支持团队成员,确保其他团队成员能够有效专注于他们的主要职责。拥有Encompass经验者优先
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。包括订购信用报告、在Encompass中整理文件、纠正客户申请中的明显错误等
- 当我们有足够的文件供他们进行审核时,将文件发送给预批准团队
- 在需要时运行DU/LP并下单评估(如果没有PIW/ACE)
- 在初始文件审核后发送客户需求清单
- 在预批准团队完成审核后发送客户需求清单
- 当LOA/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和其他文件正确无误,以避免放款延迟
- 维护桌面上所有文件的跟踪表,包括每个文件的未完成事项,以确保没有文件被遗漏
技能、知识和专长
- 需要具备房贷行业经验
- 拥有Encompass经验者优先
- 必须有订单输出和联系第三方的经验
- 熟悉使用办公应用
- 具备良好的沟通能力
- 个性优秀
- 具备财务和会计经验者优先
福利
- 市场以上薪资
- 包括主申请人和两名依赖人的HMO
- 政府规定福利
- 绩效奖励
- 每季度公司活动
- 深入的培训以促进职业发展
- 优秀的公司文化和人力资源体验
- 1000 PHP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 MORTGAGE EXPERIENCEYou will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities. Encompass experience is a plus
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
- Mortgage industry experience is required
- Encompass experience is a plus
- Must have experience with order outs and calling third parties
- Familiar with 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
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