Participate on special projects as assigned.
September 01, 2022
Acts as an active contributor (Subject Matter Expert) during implementation, monitors progress and documents completion of corrective action or training whichever may apply.
February 14, 2023
File reviews will include an assessment as to the adequacy of required documentation including approval documentation, promissory note, lien perfection, and disclosure requirements.
March 02, 2023
Understands and comprehends Loan Origination policies, processes and technologies to effectively identify testing population and sample requirements.
March 18, 2023
Consults with the Quality Control Coordinator to recommend a course of corrective action on potential material findings with respect to violations of investor and insurer guidelines, regulations, corporation policies and suspicious mortgage loan activity.
May 11, 2023
Attends regular meetings with peers and manager to review findings, discusses and agrees on procedures and arrives at mutually agreed upon recommendations that will result in best practices within the production area.
May 20, 2023