Loan Setup / Loan Origination - Moder

Job Roles and Responsibilities:

• Reviewing all documentation submitted by the borrower, including income statements, asset statements, tax returns, and identification documents
• Verifying the accuracy and completeness of each document according to lending guidelines and regulatory requirements.
• Following up with the borrower or relevant third parties to obtain any missing or additional documentation necessary to complete the loan file
• Communicating with loan officers, underwriters, and borrowers to address questions, discrepancies, or issues related to documentation.

Answering or making calls to borrowers & employers

• Responding efficiently and accurately to employers and client
• Obtain the information and document it in a client system.
• Meet TAT and Quality matrix
• Handle escalations, investigate and eliminate root causes and handle reporting requests to support decision making.
• Support Managers in critical decisions making in the process which can be valuable in improving efficiency or quality.
• Lead by Example. Ensure working environment is stable and people feel motivated to participate and involved.

Qualification & Experience:

Educational qualification and years of experience required in any specific domain/skill for the role:

• Basic Degree completion (15 years of education).
• Excellent written and oral communications skills.
• Completed minimum of 6 Months in US Mortgage Voice Process
• Good exposure to MS office Excel
• Not on performance improvement plan / Counselling in last 6 months
• Should be willing to work in nightshift

  Role & responsibilities

Preferred candidate profile

Perks and benefits