Loan Setup Specialist - TruHome Solutions

Summary

Responsible for the timely and accurate setup of new mortgage loans into our Servicing system from Loan Origination applications or datafiles such as, Encompass or FNMA 3.2

• Retrieve manual loans from SFTP site and board to MSP.
• Ensure all loan related escrow and loan closing checks are received timely from clients.
• Timely audit of required data fields to ensure accurate input into the system.
• Accurate entry of HMDA and ARM related data elements.
• Minimize customer impacts by ensuring accurate and timely setup of new loan files
• If identified, communicate potential process improvements or procedure updates to team management.
• Develop and maintain positive working relationships by always providing exceptional customer service to both internal and external customers.
• Promotes honest and open communication throughout Tru Home Solutions.
• Work with other Tru Home departments to ensure the workflow or process is providing the best service to the members.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Data entry experience
• Familiarity with mortgage software applications.
• Knowledge of spreadsheet software
• Excellent organizational, analytical, and critical thinking skills.
• Ability to manage multiple projects simultaneously and work in a demanding environment with changing priorities.
• Ability to self-initiate and work independently without close supervision.
• Effective communication skills
• Ability to maintain a high level of confidentiality.
• Ability to be bonded.

EDUCATIONAL/EXPERIENCE REQUIREMENTS:

• High school diploma or equivalent
• At least 1 year experience mortgage or data entry.