What you'll do:
- Track the closed loan pipeline from closing through file room completion, including boarding loans onto the mortgage servicing system and maintaining accurate loan records.
- Set up tax and insurance escrow addenda, post funds received from closing tables, and register mortgages with vendors such as MERS, tax service providers, and mortgage insurance companies.
- Update, verify, and maintain government reporting data, including HMDA information for closed, denied, and withdrawn loans.
- Order home equity checks and process post-closing requirements for home equity products.
- Establish roles and trust entities for construction loans, builder loans, subcontractors, and individual borrowers, and set up construction draws for each loan.
- Assist with file room organization, document storage, scanning, and preparation of loan files for review.
- Copy and maintain critical mortgage documents, including notes, mortgages, second mortgages, homeowners insurance certificates, PMI certificates, LPOAs, and name affidavits.
- Submit loans to investors for audit review and complete monthly post-closing audits to ensure accuracy and compliance.
You may enjoy this job if:
- You take ownership of your work and are committed to delivering accurate, reliable results.
- You have a strong attention to detail and enjoy reviewing information for completeness, accuracy, and compliance.
- You are service-oriented and enjoy supporting both internal teams and external partners.
- You build positive working relationships through open communication, collaboration, and professionalism.
- You take pride in producing high-quality work, meeting deadlines, and finding ways to improve processes.