Reviewed new loan files and made introductory phone calls to borrowers. Ordered all verifications including income, assets, credit supplements, title work, appraisals, and other pertinent documents. Reviewed all loan documents and information for accuracy. Calculated income, LTV/CLTV, and updated data in loan files and AU. Completed a closing checklist for every loan for completeness and accuracy. Provided a preliminary CD to processor. Scheduled closing with borrower and title.

Managed a pipeline of 100+ loans. Requested and reviewed assets statements, check stubs, W2’s, tax returns, credit reports, etc. Placed orders for title, VOE, HOI, HOA, flood certifications, payoffs, appraisals, etc. Ensured all third-party documentation meets underwriting requirements. Communicated loan updates to all internal/external parties and borrowers.

Reviewed title commitment for clearance and assure all items are account for including but not limited to updating payoffs, taxes, VOE, and HOA. Provided pre- liminary CD to processor. Scheduled the closing with the borrower and title. Confirmed closing date, time, and funds due at closing with all parties.

Resolved customer issues through in-depth research to provide an accurate resolution. Prepared generic template responses to customer inquiries. Reviewed credit disputes. Audited the team’s work to ensure response verbiage for compliance with policies and procedures, accuracy, and completeness. Provided daily stats and performance feedback. Investigated CFPB, BBB, QWR, etc. complaints.