Summary of Duties: Liaison between Mortgage Loan Originators (MLO), Borrower(s), and Operations regarding loan applications. Responsible for the processing of loan packages from initial submission to loan funding.

Essential Duties:

• Issue proper loan disclosures
• Review all documents thoroughly before submission to assure accuracy, completeness, and compliance
• Prepares loan file for submission for underwriting
• Communicates with borrower(s) to collect and upload any supporting documentation for loan file
• Compile all loan conditions, including any post-closing conditions
• Review all supporting documentation and loan conditions for accuracy, completeness, and compliance
• Communication with MLO with status of the file, as needed
• Liaison with all parties, including but limited to the borrower(s), MLO, and operations team
• Maintain regular and designated office hours at the direction of the branch manager
• Be discreet and protective of borrower(s) information, both personal and financial
• 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.
• Knowledge of documentation required to prepare a complete file for submission to underwriting.
• Basic 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 with customers, vendors and employees of the company.
• Basic 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.
• Self-motivated with strong desire to succeed.
• Detail oriented with ability to multi task. Strong interpersonal & communication skills.
• Strong team oriented atmosphere. Professionalism and integrity are essential.