The purpose of this position is to monitor the loan boarding process to ensure accuracy and perform file maintenance throughout the life of the loan.
New Loan SetupBoards loans, prepares physical file, and mails welcome lettersReviews the automatic boarding process for data integrityManually boards all private loans, repurchases, scratch & dentFile MaintenanceData CorrectionsLoan AssumptionsLoan ModificationsPrints Freddie Mac Purchase Statements in preparation for saleDocuments receipt of Initial Escrow Deposit checks in Loan Log and assigns loan numberQualifications Mortgage experience preferredExcellent written and oral communication skillsAble to keep abreast of all changes and adapt them into daily routineAble to interface with compliance personnel and regulators as neededCompany Conformance Statement In the performance of assigned tasks and duties all employees are expected to conform to the following:
Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.Act within delegated authorities and adhere to applicable policy and procedures associated with such authorities.Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.Ensure every action and decision is aligned with PRMI values.Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.Realize team synergies through networking and partnerships across PRMI.Embrace change; act as advocate and role model, promoting an approach of continuous improvement.Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.Work effectively as a team contributor on all assignments.Perform quality work within deadlines.Respect client and employee privacy.Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
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