Pre-Review Analyst
CurrentEffective communication with Client Service Managers, Deal Leads, and Financial Vendors regarding company policies and procedures.Utilize Adobe Acrobat to modify PDF files, Excel to track production, and Internet Explorer to move files and folders to prepare loan files for review by underwriter/compliance personnel.Review all pre-existing indexing bookmarks for accuracy to ensure documents are appropriately identified for UnderwritingIdentify any documentation not previously indexed that may be of importance to the analysis of the loan file. Delete any bookmarks that were improperly labeled or duplicated and add the appropriate bookmark. Open PDFs in appropriate work folders, process, and save them to folders for QC.Entering client and loan data from source documents within production expectations.Compiling, verifying accuracy, and sorting information to prepare source data for computer entry.Reviewing data for deficiencies or errors, correcting incompatibilities, and checking output. Effective communication with Client Service Managers, Deal Leads, and Financial Vendors regarding company policies and procedures.Use Jira tickets to complete project request.