Support Specialist- Set Up (US Based)
SUMMARY
This position supports the Wholesale team by handling all submission and disclosure/re-disclosure events for loans received in fulfillment. The Support Specialist is the first impression of the Client Experience.
Role and Responsibilities
Other duties not listed here may also be assigned:
• Intake and set up of all loans submitted to FCM Wholesale for underwriting and/or purchase: o (W) Wholesale
• (1) Non-Delegated Tier 1 o(2) Non-Delegated Tier 2
• (3) Delegated Tier 3
• Intake and initial disclosure/delivery of Loan Estimates for applicable Wholesale production types.
• Intake and review of nondisclosure loans for acceptability and adherence to division/departmental policy.
• Intake and review of LE Request for Initial Disclosures to be sent to the borrower on behalf of the business partner.
• Communicate with Business Partner for accuracy of loan estimate prior to issuance of initial disclosures.
• Monitor file for electronic signatures and retrieve signed disclosure package, bundle, and send to the business partner.
• Set up process is splitting documents to specific placeholders, reviewing for accuracy and are compliant with TRID guidelines.
• Order the Data Verify fraud report, Flood Cert, USPS and any other preunderwriting tasks as assigned.
• Monitoring and adherence to departmental SLAs (Service Level Agreements) around defined events set up and submitted within 24 hours.
• Assign files accurately to client coordinator, underwriter and move milestone in a timely manner.
Qualifications:
• Must be able to perform each essential duty satisfactorily.
• Requirements following are representative of knowledge, skill and/or ability required.
Education and/or Experience:
High School Diploma/GED and Bachelor’s degree in a related field preferred plus 2+ years’ experience in mortgage operations preferred.
SYSTEM/EQUIPMENT SKILLS
Ability to use Microsoft Office Excel and Word at intermediate level. Able to send and receive emails. Able to use a calculator to calculate figures and amounts such as discounts, interest, commissions and percentages.
ORGANIZATIONAL SKILLS
Able to multi task in a fast-paced environment. Must keep records neat and organized to ensure clear representation of work.
CERTIFICATES, LICENSES, REGISTRATIONS
None required for this position.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Comments:
This job description is an outline of the major recurring responsibilities of the job. It is not intended to all-inclusive of the work to be performed. Other relations job objectives, special assignments and less significant responsibilities may be required of the incumbent to perform.
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This position supports the Wholesale team by handling all submission and disclosure/re-disclosure events for loans received in fulfillment. The Support Specialist is the first impression of the Client Experience.
Role and Responsibilities
Other duties not listed here may also be assigned:
• Intake and set up of all loans submitted to FCM Wholesale for underwriting and/or purchase: o (W) Wholesale
• (1) Non-Delegated Tier 1 o(2) Non-Delegated Tier 2
• (3) Delegated Tier 3
• Intake and initial disclosure/delivery of Loan Estimates for applicable Wholesale production types.
• Intake and review of nondisclosure loans for acceptability and adherence to division/departmental policy.
• Intake and review of LE Request for Initial Disclosures to be sent to the borrower on behalf of the business partner.
• Communicate with Business Partner for accuracy of loan estimate prior to issuance of initial disclosures.
• Monitor file for electronic signatures and retrieve signed disclosure package, bundle, and send to the business partner.
• Set up process is splitting documents to specific placeholders, reviewing for accuracy and are compliant with TRID guidelines.
• Order the Data Verify fraud report, Flood Cert, USPS and any other preunderwriting tasks as assigned.
• Monitoring and adherence to departmental SLAs (Service Level Agreements) around defined events set up and submitted within 24 hours.
• Assign files accurately to client coordinator, underwriter and move milestone in a timely manner.
Qualifications:
• Must be able to perform each essential duty satisfactorily.
• Requirements following are representative of knowledge, skill and/or ability required.
Education and/or Experience:
High School Diploma/GED and Bachelor’s degree in a related field preferred plus 2+ years’ experience in mortgage operations preferred.
SYSTEM/EQUIPMENT SKILLS
Ability to use Microsoft Office Excel and Word at intermediate level. Able to send and receive emails. Able to use a calculator to calculate figures and amounts such as discounts, interest, commissions and percentages.
ORGANIZATIONAL SKILLS
Able to multi task in a fast-paced environment. Must keep records neat and organized to ensure clear representation of work.
CERTIFICATES, LICENSES, REGISTRATIONS
None required for this position.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Comments:
This job description is an outline of the major recurring responsibilities of the job. It is not intended to all-inclusive of the work to be performed. Other relations job objectives, special assignments and less significant responsibilities may be required of the incumbent to perform.
Apply tot his job
Apply To this Job