Client Support & Communication
Send loan applications, disclosures, and needs list in the initial email, assist clients with filling out forms, sending documents, and answering any questions to ensure a smooth start to the loan process
Loan Process Management & Coordination
Review lender conditions with the Loan Officer, track the loan process from submission to closing, ensure deadlines are met, and manage pipeline dates for efficient loan processing
Documentation & Compliance Management
Organize e-folders, update file contacts, run Dataverify, pull Demotech, and order necessary certifications such as flood certs and appraisals to ensure all documents are complete and accurate
Escrow & Title Management
Open escrow, request title packages, and verify borrower details to ensure all title and escrow information aligns correctly for smooth closing
Pipeline & Condition Monitoring
Monitor processing pipelines, ensure closing VOEs are done, review conditional approval, and proactively request third-party conditions to avoid delays and keep the process moving smoothly
