Junior Mortgage Processor
Branch Operations
Junior Mortgage Processor
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
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 EXPERIENCEYou 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
Job Profile
Benefits/PerksAbove 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
Accounting Appraisals Communication Encompass Finance Mortgage processing Office applications
Experience0 years
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