• Responsible for onboarding new loan files. Confirms accuracy of loan data and completes an analysis of the loan file to determine if additional documentation is required.
• Reviews new loan files for completeness, accuracy, and qualification
• Works directly with prospective borrowers and advises them of product requirements, pricing,

policies, and guidelines

• Manages their pipeline and serves as the primary contact for all parties and third-party

stakeholders throughout the process with ongoing communication.

• Responsible for effectively communicating with loan origination, underwriting staff and external

stakeholders (vendors, attorneys, borrowers, etc.) as needed.

• Enhanced attention to detail with communication and analytical skills necessary to complete

accurate initial disclosures

• Maintains up to date knowledge of FHLMC and conventional loan rules. In addition to federal and

state regulations.

• Orders all applicable documentation for files (including but not limited to appraisals, verifications,
• tax transcripts, etc.)
• Responsible for adhering to established procedures and making recommendations for updates on

an ongoing basis and assisting with procedure updates and maintenance.

• Reviews HMDA and Mavent reports for accuracy and makes changes as needed.
• Responsible for scheduling closings and preparing closing packages for consumer loans.
• Verifies, all conditions are met and loans meet all regulatory guidelines prior to closing.
• Completes all yearly compliance training and testing and complies with bank, federal, and state regulations. Complies with Bank Policies and Procedures. Adheres to departmental and bank-wide CARE standards.