Document Drawer

Key Responsibilities

• Reviewing loan file to verify all fields have been input correctly within Encompass
• Add funding conditions to ensure all outstanding items are assigned to be completed at funding
• Run and review mavent report to ensure accuracy and issue COCs as necessary
• Ensure documents are issued to appropriate parties including the Escrow Agent, Broker and Account Manager
• Work with the Escrow Agent to complete any necessary corrections and rebalance the Final Closing Disclosure, as necessary
• Deliver exceptional customer service to brokers and borrowers by providing timely communication, accurate loan status updates, and proactive resolution of inquiries

Preferred Skills, Knowledge and Expertise

• 3+ years experience in a similar role
• Experience working within Encompass
• Knowledge preparing documents for dry, wet and attorney states