Review and verify title, tax, insurance information, and all other documentation relative to the closing transaction, for accuracy and completeness.
November 21, 2022
Obtaining, assembling, and verifying required loan documents and data for accuracy, and communicating with Loan Officers and Customers regarding the status of their applications and documentation requirements.
December 10, 2022
Monitor outstanding title and property evaluation orders.
April 02, 2023
Order property evaluations, title searches, verifications, and any other items required for loan approval.
April 27, 2023
Prepares insurance disclosure, acknowledgment forms, verification of deposit, verification of employment forms, and other required documents.
February 04, 2023
Demonstrate respect for the urgency of customer communication by returning all phone calls and emails the same business day.
February 12, 2023
Communicate professionally in oral and written format with internal and external customers regarding status requests, missing information, explanation of required documentation and/or closing information.
March 03, 2023
Attend training provided through seminars, webinars and weekly coaching as compliance, policies/procedures, or work processes dictate.
March 27, 2023
Provides credit reports to appropriate customer service personnel on prospective borrowers within proper procedure.
April 14, 2023
Maintains appropriate records and provides assigned reports.
April 24, 2023