The Loan Delivery Specialist reviews funded files and ships / uploads them to the investor to which they’ve been designated for purchase. If any suspense items are issued on a file after its receipt by the investor, the Loan Delivery Specialist obtains and satisfies those requirements.
Duties include :
- Reviews funded loans as assigned and ships to designated investor within designated timeframe
- Audits each assigned loan using the checklist from the loan origination system
- Notifies the Closing Team, Title Company or appropriate team member to obtain corrections for any documents not completed or signed / dated correctly
- Uploads the documents package once the audit is complete
- Contacts the appropriate source to resolve loans conditioned / suspended by an investor within the designated timeframe
- Makes all entries and updates as appropriate within the loan origination system
Requirements
Education and / or Work Experience Requirements :
1-3 years of applicable working experience; mortgage experience is a plusHigh School Diploma required; Bachelor’s degree is a plusSkills :
Good communication skillsAptitude for self-development and learningProficient with MS OfficeProficient with MS Excel spreadsheet creation and reportingStrong planning and organization skillsAttention to detailAbility to multitask and manage multiple prioritiesAbility to complete a high volume of tasks with minimal supervisionAbility to monitor and follow up on assigned responsibilitiesAppropriate sense of urgencyHigh level of integrity, ethics, discretion and professionalism in handling confidential and sensitive informationBenefits
Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Short Term & Long Term DisabilityTraining & DevelopmentWellness Resources