Gather and process underwriting conditions to submit for CTC (Clear To Close) and prepare loan for submission to closing within established timeframes.
September 17, 2022
Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment.
January 12, 2023
Provides friendly, accurate, professional service to customers and employees by responding to messages and correspondence in a timely manner.
January 26, 2023
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.
February 19, 2023
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.
February 24, 2023
Demonstrate excellent customer service, both in person and on phone, as evidenced by minimal complaints from external customers and management observation.
February 26, 2023
Order and review title insurance, appraisals, loan payoffs, flood and tax certificates and surveys, and thoroughly review all documents before submission to underwriting.
March 02, 2023