Processing Assistant

Profile

The Processing Assistant is responsible for ordering all services and subsequent follow up as well as assisting the Loan Processor in other administrative loan duties.
Essential Job Functions include:
Validate loan data is accurate in loan origination system against loan documents
Assist with proper labeling of loan documents in electronic folder
Update all File Contact information in loan origination system
Order appraisal, income validation service, flood cert, asset verification, SSA verification, credit supplements, etc. as required per Processing Assistant checklist
Perform address validation with USPS
Confirm county tax calculations and upload to file, if applicable
Request compliance validation from loan origination system tools
Request FHA and/or VA case number or Borrower Validation, if applicable
Follow up with service orders to ensure they are within required SLA’s
Notes comments/conversation log as needed
Escalate issues to immediate Supervisor upon discovery
Communicates with Loan Processors
Performs other duties as assigned
Other Related Duties:
Performs other related duties as assigned.
Supervisory Responsibilities:
This position has no supervisory experience.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
Experience in Microsoft Office applications.
Prior experience in mortgage industry is highly preferred.
Demonstrated ability to learn quickly and seek growth potential.
Outstanding customer service orientation.
Ability to maintain rapport with all facts of Operations and Sales staff.
Ability to manage multiple tasks and projects while meeting deadlines.
Education and/or Experience:
High school diploma or general education degree (GED) required
Associate's degree (A. A.) or equivalent from two-year College or Technical School preferred
1 years related experience and/or training.
Language Skills:
Ability to read words and to recognize similarities and differences between words and between series of numbers. Ability to comprehend and write simple instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills:
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.

Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Certificates, Licenses, Registrations:
This position does not require professional licensing, certification or registration.

Employer’s Rights:
This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.


Americans with Disabilities Act:
Applicants as well as employees who are or become disabled must be able to perform the essential job functions either unaided or with reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall determine reasonable accommodation on a case-by-case basis in accordance with applicable law.

RoundPoint’s Employee Value Proposition:
Grow. Make a difference. Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!
As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!
Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

Company info

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