PROCESS ANALYSTS

DESIGNATION : PROCESS ANALYST

GENERAL SUMMARY
Following established policies and procedures related to the processing and closing of all loans, responsible for entering mortgage loan data into Loan Operating System and preparing disclosure documents for mailing to loan applicant, ensuring all required documents are included in the loan file.

JOB DUTIES AND RESPONSIBILITIES
1. Manage a pipeline report for new loan submissions
2. Review submission package for completeness and input all required fields in an accurate and timely manner
3. Upload and Index loan documents, ensuring all documents are properly filed in correct categories
4. Follows-up on required information and/or documentation needed for loan processing
5. Completion of preliminary checklists
6. Verify licenses of Mortgage Loan Originator and Loan Origination company
7. Completes required disclosures, generate and mail all disclosure packages to the loan applicant within the designated time frames
8. Confirming all needed vendor generated reports have been ordered and processed, this includes Credit Report, DU Findings and Appraisal Report; SSN Verification and 4506-T for Underwriting
9. Ensure that all closing conditions are reviewed and properly categorized prior to underwriting submission
10. Perform quality assurance audits to ensure compliance with investor and agency requirements which includes re-verification of information entered into the Loan Origination System pertaining to borrower and property eligibility, qualifying income and debt ratios, valuation and other documentation requirements.

QUALIFICATIONS
1. Bachelor’s Degree in Accounting, Business Management, or related field with min 1 year of experience in Data Processing, Financial or Mortgage related services
2. Strong organizing and data management skills
3. Strong interpersonal, written and verbal communication skills, attention to details and problem-solving skills
4. Reliable and have ability to work under pressure and meet deadlines in a fast paced environment
5. Demonstrate sensitivity and tact in handling highly confidential information
6. Demonstrate ability to work in a team-oriented environment
7. Advanced skills in MS Office, including MS Word, Excel, Outlook and PowerPoint.