Processor

Primary Residential CareersNapa, CA
39d

About The Position

The purpose of this position is to work with clients to collect and verify employment and financial data to complete mortgage loan applications. · Contacts applicants by telephone e-mail or in-person meetings to gather financial information, including employment situation, salary, assets, financial status, current debts, and current expenses · Orders appraisal and title and assists in loan application completion · Receives data needed to verify employment length, financial statement accuracy, and collateral asset values · Clears underwriting conditions and reviews closing conditions · Submits application and conditions to the underwriter · Contacts and communicates with loan officers, closers, and underwriters to complete mortgage transaction

Requirements

  • Basic reading, writing, and arithmetic skills
  • Strong attention to detail
  • Strong communication skills, both written and oral
  • Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
  • Ability to multi-task and manage time efficiently
  • Knowledge of Microsoft Office and telephone protocol
  • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)

Nice To Haves

  • Ability to type 50 wpm
  • Reporting Skills
  • Administrative Writing Skills
  • Process Management
  • Organization
  • Analysis
  • Professionalism
  • Problem Solving
  • Supply Management
  • Inventory Control

Responsibilities

  • Contacts applicants by telephone e-mail or in-person meetings to gather financial information, including employment situation, salary, assets, financial status, current debts, and current expenses
  • Orders appraisal and title and assists in loan application completion
  • Receives data needed to verify employment length, financial statement accuracy, and collateral asset values
  • Clears underwriting conditions and reviews closing conditions
  • Submits application and conditions to the underwriter
  • Contacts and communicates with loan officers, closers, and underwriters to complete mortgage transaction
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