The Role
Review incoming mortgage files, set up and organize Encompass files, order credit/appraisals, run DU/LP, send needs lists, maintain file trackers, and support pre-approval and funding to avoid delays.
Summary Generated by Built In
MUST HAVE MORTGAGE EXPERIENCE
You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities. Encompass experience is a plus
You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities. Encompass experience is a plus
Key Responsibilities
- Track Lead Notes received from LO (Loan Officer)
- Monitor incoming “App Submitted” emails, and set up the Encompass files to align with LO Lead Notes
- Complete “File Set-up” review when App & Docs are received from the client. Includes ordering credit, organizing docs in Encompass, correcting obvious errors on the client app, etc
- Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.
- Run DU/LP and Order appraisals when needed (if no PIW/ACE)
- Send client needs list after initial file review
- Send client needs list after the Preapproval team completes their review
- Obtain correct EOI, VOE’s, and HOA docs when requested from LOA/Processor
- Ensure that EOI and other documents are correct at the time of funding to avoid funding delays
- Maintain a tracker of all files on their desk, including what is outstanding on each file, to ensure that no file slips through the cracks.
Skills, Knowledge and Expertise
- Mortgage industry experience is required
- Encompass experience is a plus
- Must have experience with order outs and calling third parties
- Familiar with using office applications
- Proficient communication skills
- Great personality
- Finance and accounting experience is a plus
Benefits
- Above market salary
- HMO for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- In-depth training for career growth
- Great Company Culture and HR experience
- 1,000 PHP De Minimis
- Equipment and software provided
About
NightOwl Consulting was born from the desire for more! As prior clients of a BPO, we found ourselves struggling with support, understanding of our business industry, and the treatment of our global family… from this, NightOwl Consulting was born. Our mission is to connect companies with world-class talent with the overall vision to build a global family that aspires to reach its highest potential.
Skills Required
- Mortgage industry experience
- Experience with order-outs and calling third parties
- Encompass experience
- Familiarity with office applications (e.g., Microsoft Office)
- Proficient communication skills
- Ability to maintain file trackers and manage outstanding items
- Finance and accounting experience
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The Company
What We Do
NightOwl Consulting helps businesses and people realize new possibilities by connecting companies with world-class talent and building a global family that aspires to reach its highest potential.
