Primis Financial - Dallas, TX
posted 4 days ago
Dallas, TX
Credit Intermediation and Related Activities
About the position
This position is responsible for preparing loans for funding for the Mortgage Warehouse department. The role involves reviewing client submitted loans, ensuring documentation accuracy, and resolving discrepancies. The position requires daily client correspondence and customer service, as well as internal quality control and auditing of warehouse lending loans. The individual will also be responsible for ensuring loans meet funding requirements and guidelines, verifying wire instructions, and assisting customers with system logins and usage.
Responsibilities
- Review client submitted loans.
- Review loan documentation for accuracy and completeness.
- Identifying and resolving issues, discrepancies, and validations.
- Ensure loans meet requirements and guidelines.
- Approval and disbursement of funds.
- Daily client correspondence and customer service.
- Internal quality control and auditing of warehouse lending loans.
- Ensure loans meet funding requirements and guidelines, data integrity, risk assessment, file inventory, etc.
- Review and verify wire instructions and all essential information on new and previously approved title companies.
- Input new and/or update warehouse database and retain all documentation.
- Create and assist customers with system logins and passwords.
- Assist customers on how to use the warehouse lending systems.
- Participate in department projects as assigned.
- Regular, reliable, and predictable attendance.
- In person attendance required.
Requirements
- Bachelor's degree in business or related field (preferred)
- 3 years' experience in mortgage banking or mortgage warehouse lending operations (preferred)
- Knowledge of mortgage banking or mortgage warehouse lending operations
- In-depth knowledge of closing procedures, loan processes, documentation and current regulatory requirements affecting mortgage loans
- Ability to communicate with internal and external customers and problem solve
- Strong analytical ability
- Professional and effective verbal and written communications
- High degree of detail orientation
- Strong organizational skills
- Ability to work independently with minimal supervision
- Proficient with MS Office
