Associate, Loan Setup
Core
Obtain and organize mortgage loan documentation, identify deficiencies, and prepare files for underwriting approval.
Role type
Associate, Loan Setup (Mortgage Origination)
Builds
Mortgage loan files for underwriting and closing
Domain
Financial Services / Mortgage Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Mortgage loan documentation, credit report ordering, land survey coordination, building appraisal coordination, title work, AUS findings interpretation (DU and LP), loan file preparation, stakeholder communication, pipeline management
Preferred skills
Experience in full origination mortgage processing, closing, title, quality assurance, compliance, underwriting
Technologies
AUS (Desktop Underwriting System), DU (Desktop Underwriter), LP (Loan Prospector)
Responsibilities
Obtain mortgage loan documentation by ordering credit reports, land surveys, appraisals, and title information; Identify application and documentation problems by highlighting deficiencies; Prepare mortgage loan files for underwriting submission; Maintain an active pipeline of 35-40 first mortgage loans; Achieve a 70% first-time submission rate.
Seniority
Individual Contributor, Entry to Mid-Level