Mortgage Processor

Jobtailor; Deutschland; Vor Ort; EUR 36.000 - 54.000; Vollzeit

Zusammenfassung

Jobtailor GmbH in Germany is seeking a Mortgage Processing Specialist to join our client-service team. You will manage file setup, verify documents, and coordinate with loan officers and clients to keep funding on track.

Experience with Encompass, order outs, and third-party vendors is required or a plus. You will communicate clearly, maintain accurate file trackers, and help ensure compliance and timely loan funding.

Qualifikationen

• 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.

Aufgaben

• Demonstrates expertise in mortgage processing, including file setup, document verification, and communication with loan officers and clients.
• Proficient in managing documentation and ensuring compliance to facilitate smooth funding processes.
• Track and review loan documents, coordinate with third parties, and maintain accurate file trackers.

Kenntnisse

Mortgage industry experience

Encompass experience

Order outs / third parties

Office applications

Proficient communication

Great personality

Finance and accounting experience

Tools

Encompass

Office Applications

Jobbeschreibung

• 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
• Ability to calculate income for Wage Earners and SE borrowers
• 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.

Requirements

• 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

Core Competencies

Demonstrates expertise in mortgage processing, including file setup, document verification, and communication with loan officers and clients. Proficient in managing documentation and ensuring compliance to facilitate smooth funding processes.

Highest-signal resume keywords

• Mortgage Industry Experience
• Encompass Experience
• Order Outs Experience
• Proficient Communication Skills
• Finance and Accounting Experience

ATS Optimization Keywords

Hard Skills

• File Setup Review
• Income Calculation
• Document Organization
• DU/LP Running
• Appraisal Ordering

Soft Skills

• Great Personality

Industry Keywords

• Loan Officer
• Client Needs List
• EOI
• VOE
• HOA Documents

Tools & Technologies

• Encompass
• Office Applications