Update loan files, mortgage software platform and tracking system as necessary.
Collect apt fees from borrowers and researches discrepancies in payments.
Perform post-closing functions for first mortgage loans.
Coordinate mortgage loan closing schedule.
Ensure all required closing documentation is present to schedule closing.
Develop and maintain communication between loan officer, client and agents and outside vendors to assist timely processing and closing of loan file.
Manage mortgage loan officer pipeline schedules and deadline times on all loans.
Support mailings and other marketing projects.
Respond phones as backup as needed for loan officer.
Evaluate pipeline and closed loan summary reports.
Prepare an ‘items needed’ list for borrowers.
Log loan applicants’ data into processing software.
Identify price and lock loans per loan officer requests.
Identify credit per loan officer requests.
Update and maintain client data base information.