Loan Operations Clerk (Part-Time)
About The Position
-Navigate Mortgagebot and Power-Manager websites -Monitor emails and print all supporting documents needed to complete the files -Sort through and distribute the courier deliveries from all banking center locations -Pull updated credit through CBCInnovis and UCDP portal sheets for appraisals uploaded to Freddie Mac -Print or upload into Imageflow all electronically signed forms from DocMagic -Print or upload into the Residential Loan Drive all electronically signed forms from Docusign -Export FMAC loans through Mortgagebot for selling and log the Freddie Fees Payable Spreadsheet -Work closely with the administrative assistants and loan officers to ensure we have everything needed for the files -Complete a pre-closing review on all secondary market files to prepare for closing -Complete a post-closing checklist on all files to ensure proper documentation has been obtained -Package all loans and prepare a cross-app sheet to send to Loan Operations for booking -Perform all net funding deposits and wires to the settlement agents -Pull loan files that have been withdrawn and send to Loan Operations and shred old Freddie files each month -Request written verifications and verbal VOE's -Learn ImageFlow functions and the Residential Loan Drive to be able to work totally paperless -Complete all tasks and any annual trainings before deadlines -Learn and comply with all established CFSB policies, procedures, and standards -Perform other duties as the Team Leader requests
Responsibilities
- Navigate Mortgagebot and Power-Manager websites
- Monitor emails and print all supporting documents needed to complete the files
- Sort through and distribute the courier deliveries from all banking center locations
- Pull updated credit through CBCInnovis and UCDP portal sheets for appraisals uploaded to Freddie Mac
- Print or upload into Imageflow all electronically signed forms from DocMagic
- Print or upload into the Residential Loan Drive all electronically signed forms from Docusign
- Export FMAC loans through Mortgagebot for selling and log the Freddie Fees Payable Spreadsheet
- Work closely with the administrative assistants and loan officers to ensure we have everything needed for the files
- Complete a pre-closing review on all secondary market files to prepare for closing
- Complete a post-closing checklist on all files to ensure proper documentation has been obtained
- Package all loans and prepare a cross-app sheet to send to Loan Operations for booking
- Perform all net funding deposits and wires to the settlement agents
- Pull loan files that have been withdrawn and send to Loan Operations and shred old Freddie files each month
- Request written verifications and verbal VOE's
- Learn ImageFlow functions and the Residential Loan Drive to be able to work totally paperless
- Complete all tasks and any annual trainings before deadlines
- Learn and comply with all established CFSB policies, procedures, and standards
- Perform other duties as the Team Leader requests
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
