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Junior Mortgage Processor

Branch Operations

Junior Mortgage Processor

Application Deadline: 31 December 2024

Department: Loan Teams

Employment Type: Full Time

Location: Branch Operations

Compensation: ₱30,000 - ₱45,000 / month


Description

MUST HAVE MORTGAGE EXPERIENCE
You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities. Encompass experience is a plus

Key Responsibilities

  • Track Lead Notes received from LO (Loan Officer)
  • Monitor incoming “App Submitted” emails, and set up the Encompass files to align with LO Lead Notes
  • Complete “File Set-up” review when App & Docs are received from the client. Includes ordering credit, organizing docs in Encompass, correcting obvious errors on the client app, etc
  • Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.
  • Run DU/LP and Order appraisals when needed (if no PIW/ACE)
  • Send client needs list after initial file review
  • Send client needs list after the Preapproval team completes their review
  • Obtain correct EOI, VOE’s, and HOA docs when requested from LOA/Processor
  • Ensure that EOI and other documents are correct at the time of funding to avoid funding delays
  • Maintain a tracker of all files on their desk, including what is outstanding on each file, to ensure that no file slips through the cracks.

Skills, Knowledge, and Expertise

  • Mortgage industry experience is required
  • Encompass experience is a plus
  • Must have experience with order outs and calling third parties 
  • Familiar with using office applications
  • Proficient communication skills
  • Great personality
  • Finance and accounting experience is a plus

Benefits

  • Above market salary
  • HMO for principal and two dependents
  • Government-mandated benefits
  • Performance-based Incentives
  • Quarterly Company Events
  • In-depth training for career growth
  • Great Company Culture and HR experience
  • 1,000 PHP De Minimis
  • Equipment and software provided
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Job Profile

Benefits/Perks

Above market salary Equipment and software provided Government mandated benefits Great Company Culture HMO for dependents In-depth training Performance-based incentives Quarterly company events

Tasks
  • Communication
  • Complete file set-up
  • Complete order-outs
  • Maintain file tracker
  • Monitor incoming emails
  • Order appraisals
  • Order credit
  • Organize documents
  • Review incoming files
  • Run DU/LP
  • Send files to pre-approval team
  • Set up Encompass files
  • Support team members
  • Track lead notes
Skills

Accounting Appraisals Communication Encompass Finance Mortgage processing Office applications

Experience

0 years