Essential Duties:

• Prepares and coordinates all loan documents for loan closing including all aspects of quality control prior to funding.
• Prepares and tracks borrower’s receipt of Closing Disclosure per TRID regulations.
• Collaborates with closing agents on final loan figures for the Closing Disclosure.
• Maintains relations and communication with document preparation vendors to meet standards of compliance in at least 18 states.
• Provides excellent customer service and problem-solving with all parties to the loan before, during and after closing.
• Executes loan documents on behalf of the company.
• Prepares funding packages for warehouse lenders.
• Sets up wire for closing agent/title with funding department.
• Performs data integrity reviews prior to shipping to secondary marketing investors while meeting purchase/delivery deadlines.
• Reviews pre-funding loan conditions and executed loan documents for accuracy and completeness.
• Directs collateral packages to applicable warehouse bank and/or investor.
• Responsible for archiving of digital files for document storage.
• Maintain necessary knowledge to successfully perform job responsibilities
• Conduct business in accordance with iServe’s/NAD’s core values of honesty; integrity, and transparency
• Act as a role model/leader in achieving organizational results.
• Seek innovative alternatives to performing assigned duties.
• Ability to work effectively, independently, as well as with team members to achieve department growth.
• Facilitate an effective and respectful work environment.
• Strive to exceed internal and external customers’ expectations.

Other Duties:

• Performs other duties as assigned.

Qualifications (Education, Experience, and Skills):

• Minimum two years’ job related experience. Residential mortgage banking knowledge.
• Self-motivated with strong desire to succeed.
• Strong interpersonal & communication skills.
• Strong team oriented atmosphere.
• Associate should be goal oriented and detail minded with exceptional organizational and follow-through abilities.
• Professionalism and integrity are essential.
• Maintains working knowledge of FHA, VA, conventional, and investor lending guidelines.
• Proficient knowledge of PCs and related Microsoft office applications.
• Ability to read and interpret mortgage documents, real estate sales contracts, valuation forms and attorney correspondence as well as company and departmental policies and procedures.
• Strong ability to communicate effectively to customers, vendors and employees of the company.
• Strong mathematical skills.
• Strong ability to apply common sense understanding to carry out instructions furnished in written or oral form. Ability to problem solve under a variety of situations and circumstances.

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Fair Lending Responsibilities:

The Company is committed to fair lending principles and compliance with fair lending laws. Associates will exercise consistency, equal treatment and fairness toward all consumers during the performance of their jobs. Each Associate is held accountable for adherence to fair lending laws and principles in the performance of their job responsibilities. In the event that fair lending deficiencies are observed or noted in the Associate’s job performance, that Associate is subject to disciplinary actions and/or additional training to correct the deficiency.

Working Conditions:

General office equipment with climate control. The noise level in the work environment is moderate.

Physical Requirements:

Primary functions require the physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. Ability to lift up to ten (10) pounds. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.