Essential Functions & Key Areas of Responsibility
Service customer needs to include but not limited to phone calls, payments, payoffs, research, etc.
Process payoff quotes and complete loan payoffs.
Demonstrate superior proficiency in booking completed mortgage and consumer loans including disbursements and all required set ups.
Pay weekly and monthly bills for vendors.
Complete monthly/quarterly required reports.
Process monthly loan payments.
Maintain loan files and document all file maintenance for review.
Set-up, maintain and service all insurance for mortgage or consumer/commercial loans.
Complete required steps with paid off loan files.
Understand and learn investor requirements.
Complete daily/monthly investor reporting as needed.
Complete investor remittance as needed.
Analyze reserve accounts annually and disburse semi-annual taxes as required.
Perform other related duties as assigned.