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The Mortgage Escrow Specialist supervises the preparation and delivery of all necessary escrow documents. Responsible for providing escrow information to clients and loan officers. Being a Mortgage Escrow Specialist ensures the process and documents are in compliance with all applicable regulations and laws. Provides mortgage holders with required tax documentation for filing tax returns. In addition, Mortgage Escrow Specialist requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Being a Mortgage Escrow Specialist works on projects/matters of limited compl more...
The Specialist Mortgage Underwriter monitors property appraisal process and assists with property inspections. Underwrites mortgage loan applications and evaluates loans in order to maximize organizational profit and minimize risk or loss. Being a Specialist Mortgage Underwriter may help train lower level underwriters. Assesses risks to determine approval status of complex loans. In addition, Specialist Mortgage Underwriter may require a bachelor's degree. Typically reports to a manager. Specialist Mortgage Underwriter is a specialist on complex technical and business matters. Work is highly i more...
Reviews all submitted material and prepares closing documents for mortgage loans. Maintains loan files and verifies information is correct, accurate, and complete. Gathers missing information as needed and acquires necessary signatures. Performs final closing calculations and coordinates the closing of loans and disbursement of loan funds. Ensures all documents are sent to appropriate departments and are in compliance with all regulations. Requires a high school diploma. Typically reports to a supervisor. Works under moderate supervision. Gaining or has attained full proficiency in a specific more...
The Mortgage Secondary Market Specialist logs information related to loan sales and purchases. Administers all secondary market duties that aid in selling and purchasing loans. Being a Mortgage Secondary Market Specialist may require a bachelor's degree. Complies with secondary market laws. In addition, Mortgage Secondary Market Specialist typically reports to a supervisor or manager. Working as a Mortgage Secondary Market Specialist typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. more...
The Mortgage Escrow Documentation Specialist supervises the preparation and delivery of all necessary escrow documents. Responsible for providing escrow information to clients and loan officers. Being a Mortgage Escrow Documentation Specialist ensures the process and documents are in compliance with all applicable regulations and laws. Provides mortgage holders with required tax documentation for filing tax returns. In addition, Mortgage Escrow Documentation Specialist requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Being a Mortgage Escrow Documentati more...
The Specialist I - Mortgage Loans interviews applicants, collects financial data and documents, and makes recommendations regarding the loan products that best meet the borrower's needs. Solicits and services a variety of residential mortgage loans. Being a Specialist I - Mortgage Loans requires a bachelor's degree. Assists buyers in the purchase process through closing. In addition, Specialist I - Mortgage Loans typically reports to a manager or head of a unit/department. Being a Specialist I - Mortgage Loans works on projects/matters of limited complexity in a support role. Work is closely m more...
The Specialist II - Mortgage Loans interviews applicants, collects financial data and documents, and makes recommendations regarding the loan products that best meet the borrower's needs. Solicits and services a variety of residential mortgage loans. Being a Specialist II - Mortgage Loans requires a bachelor's degree. Assists buyers in the purchase process through closing. In addition, Specialist II - Mortgage Loans typically reports to a manager or head of a unit/department. Being a Specialist II - Mortgage Loans gains exposure to some of the complex tasks within the job function. Occasionall more...
The Specialist III - Mortgage Loans interviews applicants, collects financial data and documents, and makes recommendations regarding the loan products that best meet the borrower's needs. Solicits and services a variety of residential mortgage loans. Being a Specialist III - Mortgage Loans requires a bachelor's degree. Assists buyers in the purchase process through closing. In addition, Specialist III - Mortgage Loans typically reports to a manager or head of a unit/department. Being a Specialist III - Mortgage Loans contributes to moderately complex aspects of a project. Work is generally in more...
The Revenue Accounting Specialist reviews sales revenue information for accuracy and completeness and performs the correct revenue recognition procedures. Completes the revenue accounting activities and tasks required to process bookings and revenue recognition using established practices and methods. Being a Revenue Accounting Specialist prepares reports and filings that comply with GAAP, IFRS, ASC 606, and other applicable regulations and practices. Completes monthly, quarterly, and annual reviews, closings, and reconciliations. In addition, Revenue Accounting Specialist is familiar with ERP more...
Underwrites mortgage loan applications and evaluates loans in order to maximize organizational profit and minimize risk or loss. Monitors property appraisal process and assists with property inspections. Assesses risks to determine approval status of complex loans. May help train lower level underwriters. May require a bachelor's degree. Typically reports to a manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. more...
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