Related skills
documentation finance team leadership production efficiency client communication📋 Description
- Partner with mortgage advisors and ops to enable smooth mortgage workflow.
- Collaborate with loan officers, processors, and underwriters for smooth workflow.
- Ensure timely and accurate completion of tasks to meet production goals.
- Serve as liaison between clients and production team; provide updates.
- Assist in gathering necessary documentation from clients to support loan applications.
- Review loan files for accuracy, completeness, and compliance.
🎯 Requirements
- Attention to detail and strong organizational skills.
- Analytical, judgmental and managerial abilities.
- Excellent verbal and written communication.
- Adaptable to changing regulatory requirements.
- Prioritize and meet deadlines efficiently.
- High School diploma or equivalent; finance coursework advantageous.
🎁 Benefits
- Day One Coverage begins on your first day.
- Nationwide Medical, Dental & Vision Coverage.
- Mental Health Support with virtual therapy.
- Health Savings Account (HSA) with employer contributions.
- Employer-Funded Dependent Care FSA.
- Disability & Life Insurance at no cost.
- Flexible PTO and time off when you need it.
- Extra Perks & Discounts including pet insurance and programs.
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