Essential Duties and Responsibilities include the following. Other duties may be assigned.
30% - Process all paid out loans and release any collateral for customers as requested by appropriate loan officers in a timely manner. Archive paid out loan files per document retention schedule. Scan and update any tickler information as needed for all collateral items such as Titles, Final title policies, and Mortgages. Monitor the exceptions list and work with Officers to clear loan exceptions. Assist in performing loan maintenance as requested by loan officers. Assist with MERS certification.
30% - Process hazard insurance, taxes, FHA, MIP, PMI, and flood insurance premiums on mobile home and mortgage loans. Work with insurance companies and Lereta to keep insurance up to date and taxes correct. Keep master lists of insurance/tax customers up to date
20% - Perform invoice verification for Capital Solutions product. Ensuring vendors are contacted on a regular basis to verify the validity of invoices purchased. Work to resolve verification issues, notifying department supervisor of any ongoing verification problems.
10% - Perform daily scanning, filing and upload scanned documents from Loan Ops scan to Synergy.
10% - Assist both internal and external customers in a friendly and courteous manner. Assist department and cross-train in other duties to back up other positions as needed. Complete other duties as assigned. Complete online training by assigned deadlines.