Job Description

PRIMARY FUNCTIONS: Candidate should be comfortable with a daily work schedule of tasks that may vary from day to day. Candidate should possess intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, and Outlook. Candidate must be willing to perform other duties and projects as assigned.

Candidate would be responsible for monitoring documents sent to title/escrow partners and ensuring that the loan conditions are met prior to funding

ESSENTIAL DUTIES AND RESPONSIBILITIES:

· Perform file reviews while adhering to regulatory compliance and time frames

· Monitor pipeline and balance workload accordingly

· Work collaboratively with internal and external clients to provide superior customer service

· Responsible to re-review data input and assure required loan document information is correct; property address, vesting, loan amount, interest rate, impounds, legal description, etc.

· Verify lock information, fees and closing disclosure figures. Ensure that all loans meet guidelines for quality and regulatory compliance, and investor closing standards are met

· Identify and review problem files and take corrective action to facilitate accurate document preparation; inform manager on status of problem files and requesting assistance if necessary.

· Completes data input for Initial Closing Disclosure/ Business Purpose Estimated Fees – verifying lender fees, title fees, invoices & impounds (taxes & insurance) and make corrections to ensure the data entered reflects accurate/compliant information and meets all state and federal regulations. Sends prepared Initial Closing Disclosure/ Business Purpose draft via email first to the broker team for review/approval and then to the borrower.

· Escalate issues to the appropriate manager

· Other duties as assigned or any other job function that management deems necessary

DESIRED PERSONAL CHARACTERISTICS:

· Detail oriented and committed to the highest quality

· Self-Starter with positive Can-Do attitude

· Works well under pressure and relishes the responsibility that comes with the job

· Problem solving and analysis

· Communication proficiency

· An open-minded individual that embraces change and innovation

REQUIREMENTS/QUALIFICATIONS:

· Minimum of 3 recent years as a mortgage loan documents drawer/closer (Preferred)

· Experience in Doc Magic (Preferred)

· Experience in Byte (Preferred)

· Mortgage Lending: 3 years (Preferred)

· Strong analytical skills

· Effective communicative skills – both written and oral

· Effective time-management skills

· Basic skill-set in working with all Microsoft Office tools

EDUCATION:

• BA or BS degree (Preferred)

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Tustin, CA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Fair Housing regulations: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: One location

• Health insurance

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