Obtaining and reviewing the appraisal and environmental reports and bringing any and all issues to the attention of the processing supervisor or an Underwriting Manager.
August 22, 2021
Prepares and sends the Additional Information Letter (AIL) to the Borrower notifying them of any additional documentation requirements.
November 26, 2021
Audit loan file for completeness and to determine that all bank requirements and guidelines have been met or obtain the appropriate documentation to reflect approval of an exception to requirements.
December 12, 2021
Update system checklist and conversation log as information is received and discussed.
December 29, 2021
Review approval of title matters and requirements for endorsements as dictated by normal procedures and as may be required by unusual conditions of title.
January 03, 2022
Consults with Relationship Managers and their managers within assigned portfolio regarding underwriting, structuring, and other risk aspects of the request, emphasizing early and continuous communication as a request develops.
February 18, 2022