Senior Processor

AnnieMac Home Mortgage; Waldorf (MD); On-site; USD 50,000 - 70,000; Full time

Job summary

AnnieMac Home Mortgage is seeking a Training Coordinator in Waldorf, Maryland. This role involves training new loan processors on the Encompass system and ensuring the proper workflow is followed throughout the loan submission process.

The ideal candidate will manage a personal pipeline of up to 20 loans, provide support to team members, and monitor loan turn times to ensure efficient processing.

Responsibilities

• Train new processors on Encompass.
• Guide associates through the proper workflow.
• Ensure checklists for Loan Submission are completed.
• Review all loans prior to submission for approval.
• Train Processors on re-disclosure files.
• Oversee Bond program loans.
• Teach processors to set tasks for follow-ups.
• Support the team with general questions.
• Monitor Branch Processor turn times.
• Review all Processor Conditions before close.

Job description

Responsibilities

• Train new processors on Encompass.
• Guide associates through the proper workflow and how to get from one milestone to the next.
• Ensure checklists for Loan Submission are being completed before loan is submitted to Underwriting.
• Review all loans prior to being submitted for initial underwrite, condition review and final approval.
• Train Processors how to properly re-disclose files and make sure they understand what to look for and why.
• Learn, train and oversee Bond program loans.
• Teach processors how to set tasks to follow up on conditions, services requested and customer contact.
• Make recommendations to Team Lead and Manager when processors can be released.
• Cover/Coordinate coverage for processor's pipelines while they are out of the office.
• Ability to maintain a personal pipeline of up to 20 loans (Specialty loans, employee loans, overflow).
• Provide support to the team including general questions, Encompass & procedures.
• Train New Processors for the following:
• Communication channels that should be used in all scenarios;
• Help Desks.
• Updated fees;
• Payoffs;
• Run AUS and all credit products.
• Train Branch Processors on using the correct buckets for conditions and how to properly attach documents to conditions.
• Review all loans prior to being submitted for initial underwrite, condition review and final approval.
• Train Branch Processors how to properly re-disclose files and make sure they understand what to look for and why.
• Provide a weekly email and phone call to Branch Processor to go over areas of improvement that are needed as well as areas that they are excelling at. This will be evidenced by memo submitted to Processing Manager.
• Monitor Branch Processor turn times and submissions after Branch Processor is released to submit loans. Turn times will be included on weekly memo.
• Train Branch Processor how to set tasks so they can have proper follow up on conditions requested.
• Makes recommendations to Processing and Branch Manager whether Branch Processor can be released on new submissions and condition reviews and clear to close in order to be released with no further mentoring.
• Review all Processor Conditions prior to clear to close to insure no delays occur.