Process loan closing packages according to company and customer requirements
Supervisory Responsibilities
None
Responsibilities (E = Essential A = Additional)
E. Sorting, Stacking of all original signed closing package documents into system for offshore processing, retention and customer availability purposes.
E. Complete Required System Tasks in VSI Internal Application as well as Client Application
E. Review returned documents and upload/file accordingly if correct to ensure package is complete. Obtain clarification on rejection issues by communicating with appropriate sources to ensure understanding and ability to take pertinent corrective action. Communicate any and all issues with the loan documents to the clients to determine how to proceed with the file.
E. Maintain open lines of communication with customer and department members to ensure documents are processed in a timely and accurate manner
E. Perform basic review on closing packages while stacking to insure proper signatures are present on behalf of Client at their direction and following established procedures when issues are found
E. Review the deed and mortgage documents for each closing to insure recordable documents are present for offshore Quality Control and Auditing
E. Copy and/or scan all completed package documents into system for retention and customer availability purposes.
E. Work to meet and exceed the defined production standards, metrics and/or SLA set forth by Management
E. Prepare completed packages for overnight delivery to lender according to established delivery service procedures to ensure lender requirements are met.
A. Provide back-up to various department functions when necessary to ensure continuation of department workflow.
A. Additional responsibilities as assigned which include but not limited to mandatory OT when required.
Education And Experience(E = Essential D = Desired)
E. High School diploma or equivalent
D. 1 year related experience.
Knowledge, Skills, Abilities
Organization skills
Attention to detail
Multi-tasking skills
Excel/Word/Adobe
Physical Requirements
Reading
Sorting
Telephone usage
Sitting
Communication
(Verbal)
Hearing
Sight
Working Conditions
Normal office environment where there is not physical discomfort due to temperature, dust, noise, etc. Ability to work overtime as required.