The Loan Delivery Specialist reviews funded files and ships/uploads them to the investor to which they’ve been designated for purchase. If any suspense items are issued on a file after its receipt by the investor, the Loan Delivery Specialist obtains and satisfies those requirements.
Duties include:
· Reviews funded loans as assigned and ships to designated investor within designated timeframe
· Audits each assigned loan using the checklist from the loan origination system
· Notifies the Closing Team, Title Company or appropriate team member to obtain corrections for any documents not completed or signed/dated correctly
· Uploads the documents package once the audit is complete
· Contacts the appropriate source to resolve loans conditioned/suspended by an investor within the designated timeframe
· Makes all entries and updates as appropriate within the loan origination system
Requirements
Education and/or Work Experience Requirements:
· 1-3 years of applicable working experience; mortgage experience is a plus
· High School Diploma required; Bachelor’s degree is a plus
Skills:
· Good communication skills
· Aptitude for self-development and learning
· Proficient with MS Office
· Proficient with MS Excel spreadsheet creation and reporting
· Strong planning and organization skills
· Attention to detail
· Ability to multitask and manage multiple priorities
· Ability to complete a high volume of tasks with minimal supervision
· Ability to monitor and follow up on assigned responsibilities
· Appropriate sense of urgency
· High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information
Benefits
We understand great cultures don’t just happen, they’re cultivated. They take creativity, a willingness to be different. We actively recruit and hire energetic, positive and productive ‘we’ people to ensure we are prepared to understand our customers’ needs and provide a reliable, systematic experience. Integrity Through Actions – Maintaining honesty in everything we do through transparency. Innovation through Curiosity – Remaining insatiably curious toward new approaches to business and modes of thought. Growth through Collaboration – Leveraging the collective genius and being open to opportunities and possibilities. Accountability through Empowerment – Purposeful actions – not empty words. Passion through Purpose – Loving what we do by finding our passion through a collective purpose. Service through Reliability – Service is key to our survival as an organization embodied through our integrity, innovation, growth, accountability and passion to provide a well-rounded exceptional service experience. Established in 1997, Service First Mortgage was founded by CEO and President, Shawn Broussard, as a small mortgage brokerage firm with a hands-on-approach to meeting the needs of the consumer. Today, we are a full-service mortgage lending entity at the top of production and customer satisfaction in Texas and Arizona. We are passionate about enriching the communities we serve and empowering our customers with the responsible financial management knowledge to promote smart financial habits.
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