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Loan Set-Up Specialist
Loan Set-Up SpecialistMission Loans • Irvine, CA, US
Loan Set-Up Specialist

Loan Set-Up Specialist

Mission Loans • Irvine, CA, US
2 days ago
Job type
  • Full-time
Job description

Loan Set-up Specialist

Mission Loans is seeking mortgage professionals who thrive in a fast-paced environment while focusing on quality work and delivering an exceptional customer experience. As a Loan Set-up Specialist, your primary mission is to assist production teams in providing a best-in-class customer experience by completing loan set-up of borrower applications and ensuring minimum submission requirements are met before loans are submitted to the customer relationship manager for processing.

Primary Duties & Responsibilities :

  • Overall responsibility for assisting the production team with loan set-up of a borrower application by ensuring minimum submission requirements are met before the loan is submitted to the customer relationship manager for processing and delivering a best-in-class customer experience.
  • Manage set-up pipeline queues to ensure timely disclosure of the loan files in accordance with compliance rules and accurate submission of loan files to processing.
  • Review and validate borrower 1003 is accurate and complete within LOS and that the required supporting documentation is in the loan file; escalate missing information or documentation to the lending officer for resolution with the borrower; contact borrower, as needed.
  • Monitor and verify the lending officer's timely delivery of initial disclosures to borrowers.
  • Verify intent to proceed and contact the borrower to obtain credit card information for appraisal deposit.
  • Order third-party services as applicable for the loan, such as flood, appraisal, title and escrow, 4506T, and FHA or VA case number (if applicable), etc.
  • Manage the Appraisal pipeline and monitor the Appraisal communication inbox.
  • Request update loss payee for Homeowners Insurance.
  • Organize and index loan document files.
  • Finalize complete and accurate packaging of the loan for submission to processing; submit to the customer relationship manager.
  • Operate to meet and exceed internal and external customer expectations.
  • Operate in a manner that promotes loan quality and compliance with lending laws.
  • Maintain productivity and quality performance at or above the required goals.
  • Perform other duties and projects as assigned by management.

Skills & Abilities :

  • Subscribe to the mission of creating a truly customer and team-member-centric environment.
  • Love to come to work every day and win.
  • Highly motivated self-starter with the ability to work under minimal direction and as a team player.
  • Excellent written and verbal communication skills.
  • Ability to work in a fast-paced, multi-tasking environment and manage multiple deadlines.
  • Strong organization, follow-through, and time management skills.
  • Excellent attention to detail with a commitment to accuracy and quality.
  • Strong problem-solving and creative thinking skills.
  • Ability to learn and adapt to guideline changes.
  • Dependable, responsible, and able to use good judgment.
  • Qualifications & Experience :

  • 1-year previous experience in the mortgage industry (preferred but not required- we will train anyone with the right winning attitude!)
  • A basic understanding of refinance and conventional, FHA, VA, and loan programs is preferred.
  • Working knowledge of compliance with state and federal regulations applicable to loan fulfillment.
  • Intermediate math skills; adept at calculating income from salaried and self-employed borrowers; aptitude to analyze numbers for accuracy.
  • Understanding of agency & investor underwriting guidelines, policies, and procedures.
  • Basic proficiency in Microsoft Office products (Excel, Word, etc.)
  • Experience with Byte is a plus.
  • Compensation : $17.00-$20.00 / hour depending on experience.

    Mission Loans, LLC. is proud to be an Equal Opportunity Employer. Mission Loans does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.

    Job Type : Full-time

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    Loan Specialist • Irvine, CA, US

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