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Prepare and audit mortgage loan-closing documents, complete pre-closing checklists, coordinate signings with partners and title companies, resolve document discrepancies, ship/receive closing paperwork, and ensure files meet investor and compliance requirements. Provide client and third-party follow-up and maintain product and investor knowledge.

Manage and monetize the HELOC for Seniors (H4S) loan pipeline across wholesale partners. Drive sales execution, re-engage stalled loans, provide partner support and training, track loan activity, ensure operational alignment, identify process improvements, and support channel growth and compliance.

The Reverse Mortgage Processor manages loan files from application through closing, ensuring documentation accuracy, communicating with various stakeholders, and meeting deadlines while maintaining confidentiality.

Lead design and launch of HELOC operations: perform loan intake and processing during startup, develop policies, controls, and automation, hire and train staff, manage vendors, ensure compliance and risk management, and drive operational performance and growth.

The Reverse Mortgage Processor handles loan applications, ensuring documentation accuracy and timely submission to underwriting, while communicating with stakeholders and maintaining confidentiality.