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分支资助者

在球道伍德集团的职业生涯

The 分支资助者 position authorizes disbursement of funds when a loan has closed and all conditions have been met. Communicates with branch and corporate employees and settlement agents in a timely, 非常高效。, 和有礼貌的方式.

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基本工作职能

  • 最多可为8位收盘价者提供资金

  • Pulls daily reports to ensure all loans are being reviewed for funding

  • Calls settlement agents daily on loans that are funding to introduce as the Funder

  • Verifies with the settlement agent the time the loan is scheduled to close/fund as well as a valid email address to send their funding worksheet

  • Updates MS Outlook calendar with the name of the file and time/day it is scheduled to close/fund

  • 评论 all files for funding and completes a funding worksheet for each loan with loan specific conditions required to authorize disbursement

  • Emails the funding worksheet to the settlement agent, LO, Processor and Closer (personas found in Encompass LP1 or LP2)

  • 评论 closing documents required to issue funding authorization to verify the documents are executed and dated correctly. Ensures notary seals are valid and notary dates do not differ from borrower’s dates.

  • Ensures dates on the closing documents match up with the final HUD1 executed at closing

  • Ensures final HUD1 executed at closing matches the approved HUD1 for signing

  • Follows all closing/funding requirements set forth in training

  • 发送资金授权, 包括一个专门针对他们的资助数字, along with the amount of the wire the agent should receive

  • Documents the funding authorization in the Doc Signing Milestone under the Milestone Comments and date stamp; documents the conversation log

  • 评论 files applicable for table-funding prior to and after documents are signed

  • Ensures all funding conditions have been uploaded into the eFolder under “Funding Documents”

  • Keeps a log of all loans funded in an Excel spreadsheet

  • Sends documents needing sales’ signatures out after closing and ensures they are placed in the file for post-closing

  • 必要时协助完成收尾工作

不必要的工作职能

  • Participates in team efforts to achieve departmental and company goals

  • Adopts Fairway values in personal work behaviors, 决策, contributions and interpersonal interactions

  • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, 问责制, 多样性和包容性, 灵活性, 持续改进, 协作, 创造力和乐趣

  • 完成分配的其他任务

所需知识和经验

  • Basic knowledge and understanding of Encompass

  • Solid knowledge and understanding of customer service and intrapersonal best practices

  • Solid knowledge and understanding of 2010 Real Estate Settlement Procedures Act (RESPA) requirements

  • Solid knowledge and understanding of closing requirements for multiple products in multiple states

教育背景及经验

  • 高中毕业或同等学历

  • 2+ years of general mortgage banking preferred

  • Demonstrated experience with Encompass preferred

  • Demonstrated experience effectively managing relationships with internal and external partners

  • Demonstrated experience working in a fast paced and changing environment

  • Demonstrated experience with attention to detail, 书面和口头交流, 时间管理, 多任务, and working in a team atmosphere adhering to tight deadlines

  • Demonstrated experience with MS Office software products specifically Excel

物理环境

  • This position is primarily a work remote position

  • This position involves extended periods of time sitting at a computer in a desk

旅游的期望

  • Local travel may be required for company or career-related meetings, programs, or events

合理的住宿

才能成功地完成这项工作, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.