Mortgage - Investor Liaison
Core
Resolve investor conditions and documentation issues to ensure timely funding of loans sold on the secondary market.
Role type
Senior IC mortgage investor liaison
Builds
Loan funding pipeline for secondary market investors
Domain
Mortgage lending / Secondary marketing
Deliverable
client delivery
Required skills
loan documentation verification, condition dispute resolution, cross-functional coordination, borrower communication, document repository management, pipeline tracking
Preferred skills
knowledge of closing disclosure requirements, experience with Encompass and SMO.net systems
Technologies
Encompass, SMO.net, AIQ
Responsibilities
Verify daily loan delivery status to investors; receive and validate investor inquiries regarding loan documentation or attributes; dispute invalid conditions with supporting evidence; locate missing documents in repositories; clear suspense conditions within 24 hours; follow up on aged files with borrowers and agencies; maintain daily notes in SMO.net; provide feedback to investors on recurring condition patterns; request note returns for cancelled loan sales.
Seniority
Mid-level, hands-on IC