Maintains an open line of oral and written communication with processor, underwriter, closer and other parties to the transaction.
December 22, 2022
Completes mortgage applications for submission to the loan processing and underwriting departments.
December 27, 2022
Communicates with borrower and obtain any necessary post-closing documentation.
March 02, 2023
Participates in sales and file review meetings as directed by VP Home Loans and Operations Staff.
March 06, 2023
Assists Processors by helping compile conditions of loan approvals to submit to underwriting for final approval.
April 01, 2023
Demonstrate a high level of knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements.
April 17, 2023
Delivers superior customer service results at all stages of the loan process.
May 16, 2023