- Answering emails from clients
- Requesting monthly billing statement for company’s salary loan
- Updating and providing status of loan applications
- Booking of approved loan applications
- Process approved loan applications
- Make Monthly Billing statements
- Post review loan documents
- File disbursed loan documents
- Assist loan officer with providing necessary documents for individuals purchasing or refinancing their homes.
- Prepare loan submissions and provide employment verification, bank statements, write offs, titles, etc to get pre-approval from the underwriter.
- Communicate with the borrower daily regarding documents needed or updating them on the status of their loan.
- Order title documents, appraisals etc and coordinate closings with borrowers, loan officer, and notary.
- Knowledge of Calyx Point and pipleline managament in compliance with state and company guidelines.