Pre-Approval Specialist
Core
Process borrower documents and verify vendor orders to prepare complete loan files for initial underwriting.
Role type
Pre-Approval Specialist (Mortgage Operations)
Builds
Loan files ready for underwriting
Domain
Mortgage lending / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
document verification, income calculation, credit report review, mortgage guidelines knowledge, data entry, deadline management
Preferred skills
mortgage industry experience
Technologies
Microsoft Office, Google Suite
Responsibilities
Communicate with borrowers and third-party vendors to obtain required documentation; verify vendor orders and invoices; ensure file completeness and accuracy before submission; manage loan pipeline within turn times; document all communications in logs.
Seniority
Entry-level to Junior