Mortgage Loan Opener: Fast-Paced, Detail-Driven Coordinator

Univest Financial Corporation

Souderton (Montgomery County)

Hybrid

USD 25,000 - 30,000

Full time

14 days+
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Benefits offered by this job

Health Insurance
401(k) with employer match
Paid Time Off
Short Term Disability
Holiday Time Off
Life Insurance
Tuition reimbursement
Wellness programs
Discounts on loan products
Professional development trainings

Job summary

Univest Financial Corporation in Souderton, PA, is seeking a Mortgage Loan Opener to move home loans forward by coordinating third-party services, ensuring accuracy, and supporting our lending teams. You will track orders for appraisals, title work, verifications, and disclosures, and collaborate with title companies, processors, and home loan consultants to keep openings compliant and on schedule.

This role rewards attention to detail and offers a hybrid work model with a comprehensive benefits

Qualifications

  • High school diploma or equivalent is required.
  • Knowledge of Title Insurance is a plus.
  • Ability to work in a fast-paced environment while managing multiple tasks and deadlines.
  • Well organized, detail-oriented, and conscientious; metric and deadline focused.

Responsibilities

  • Order third-party services on each loan file (appraisals, title obligations, verifications, tax transcripts).
  • Follow up with title companies to ensure receipt of title requests.
  • Monitor title request status to ensure timely fulfillment for Univest.
  • Communicate with title companies when updates are needed.
  • Review title for accuracy and required information.
  • Prepare initial disclosure packages in accordance with TRID regulations verifying fee disclosures.

Skills

Multitasking
Detail oriented
Problem solving
Communication

Education

High school diploma or equivalent

Tools

MS Office Suite
Encompass

Job description

Univest Financial Corporation in Souderton, PA, is seeking a Mortgage Loan Opener to move home loans forward by coordinating third-party services, ensuring accuracy, and supporting our lending teams. You will track orders for appraisals, title work, verifications, and disclosures, and collaborate with title companies, processors, and home loan consultants to keep openings compliant and on schedule.

This role rewards attention to detail and offers a hybrid work model with a comprehensive benefits

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