LOAN ONBOARDING/DELIVERY SPECIALIST II

Qualifications

• High School diploma or GED required
• Requires a minimum of three (3) years in closing/post-closing/processing or five (5) years mortgage banking experience in related areas
• Knowledge and understanding of mortgage banking principles, lending requirements, and secondary marketing exceptions and requirements
• Knowledge of loan documentation and understanding of investor guidelines relative to loan closing and delivery
• Accurate data entry skills
• Excellent mathematical and analytical skills
• Time management, prioritization, and meeting deadlines
• Excellent written and verbal communication skills
• Strong attention to detail, accuracy, and ability to work independently with minimal supervision
• Professional and courteous with internal and external customers
• Working knowledge of Windows and Microsoft Office applications

Principal Activities/Objectives

• Perform post-closing audits to determine all conditions of closing and underwriting have been satisfied
• Identify deficiencies through the post-closing audit process and send notification to the designated area/person for the follow-up process to begin
• Follow-up with Dollar Bank, title companies, or others for all closing packages not received within required timeframes
• Complete a comprehensive review of information entered through the front-end origination system with documents to ensure loans are closed and set-up as they were approved
• Board all loans to the servicing system via LOI, scripts, or a manual board process. This includes setup of all respective escrow lines on the servicing system
• Complete any necessary research to obtain information needed to accurately establish the loan boarding tasks for complete loan setup
• Data verification of critical terms and noncritical information
• Work with the department analysts and management in implementing new procedures by assisting in the facilitation of staff training
• Assist in new employee training as well as cross-training of appropriate personnel to ensure functions are not impacted during staff shortages