Loan File Stacking and Submission
Organize and compile complete loan packages, ensuring all required documents are properly stacked, labeled, and securely uploaded to the investor portals for funding review.
Compliance Report Review
Thoroughly review compliance reports to verify loan files meet investor and regulatory standards, proactively resolving any identified issues or discrepancies before submission.
Loan Delivery Tracking
Monitor submitted loan files to confirm timely receipt by investors, specifically verifying acceptance and acknowledgment before the rate-lock expiration date.
Issue Resolution and Follow-Up
Coordinate with internal teams, including underwriting and processing, to address and resolve file delivery issues promptly, ensuring efficient loan purchase and minimizing lock expiration risks.
Efficiency & Performance
Consistently meet disclosure turnaround times, processing 5-6 loans per day, and ensuring documents are disclosed, signed, and processed within 24 hours.
