
Overview
This role will be around underwriting – processes and procedures exist. Controls and control reporting is all set up. Specifically looking for people with underwriting – income documentation, full decisioning, manual letters. Process is very manual – done through decisioning tool. No workflow tool. Calculating escrow on mortgage loan – read the job aid to know what field to grab. Performing calculations in Excel. Performance measurements – have a pipeline of files, measure based on aging of accounts, has a live spreadsheet and they have to go in and update their loans. SLA reporting shows where they’re at. Expectations are clear. Goal is 12 loans modified and booked and mailed out. Touching can mean they want to get appraisal, escrow quote, etc. Quality needs to be very high. Very thorough QC process.
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This role will be around underwriting – processes and procedures exist. Controls and control reporting is all set up. Specifically looking for people with underwriting – income documentation, full decisioning, manual letters. Process is very manual – done through decisioning tool. No workflow tool. Calculating escrow on mortgage loan – read the job aid to know what field to grab. Performing calculations in Excel. Performance measurements – have a pipeline of files, measure based on aging of accounts, has a live spreadsheet and they have to go in and update their loans. SLA reporting shows where they’re at. Expectations are clear. Goal is 12 loans modified and booked and mailed out. Touching can mean they want to get appraisal, escrow quote, etc. Quality needs to be very high. Very thorough QC process.
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