Non-Agency Scenario Desk Specialist

Position Overview

The Non-Agency Scenario Desk Specialist provides daily loan support for all company employees via a ticketing system, inbound phone calls, and email for underwriting/loan scenario-based questions and communication.

Job Responsibilities

• Provide daily loan support for all company employees via a ticketing system, inbound phone calls, and email for underwriting/loan scenario-based questions and communication.
• Review and respond to general underwriting scenarios.
• Aid Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines.
• Analyze various underwriting scenarios and suggest potential alternate options with different investors.
• Review and analyze complex income documentation, including personal and business tax returns and provide calculations to be used for qualifying.
• Create technical documentation, system documentation, “how to” guides, FAQ’s and self-help references.
• Track tasks, activities, and time spent within the ticketing system and meet expected turn-times.
• Participate in Underwriting, Regional, and Sales department calls, leading calls as necessary.
• Aid in training sales or processing staff in areas where additional guidance is needed.
• Collaborate amongst team members and other departments.

Qualifications And Skills

• Bachelor’s degree and/or equivalent combination of education/experience.
• 4+ years of mortgage underwriting experience, underwriting to multiple agency and investor guidelines, preferred.
• Experience using Microsoft Word, Excel, and Outlook, preferred.
• Excellent communication, negotiation, and problem-solving skills.
• Excellent customer service skills.