Order and review title insurance, appraisals, loan payoffs, flood and tax certificates and surveys, and thoroughly review all documents before submission to underwriting.
January 04, 2020
Follow established procedures required for loan completion, in accordance with lending compliance rules and stay abreast of changing regulation related to residential lending/mortgage processing.
March 10, 2020
Obtain and analyze information necessary to process mortgage applications including credit reports, appraisals, title work, verification of employment, calculation of income, asset verification and any other pertinent information.
April 14, 2020
Requires effective communication with customers and/or other employees using common telecommunications equipment and computer equipment.
April 26, 2020
Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment.
May 01, 2020
Communicate frequently with members of the Private Wealth Management team, to include loan officers, underwriters, collateral specialists, mortgage and correspondent lending consultants.
May 12, 2020
Gather and process underwriting conditions to submit for CTC (Clear To Close) and prepare loan for submission to closing within established timeframes.
May 15, 2020