Associate Mortgage Loan Processor

Aug. 03, 2018
Dept:Mortgage Loan Sales and Operations
Location: Oconomowoc, WI
Job Summary

This position is responsible for performing necessary tasks to ensure complete, accurate, and compliant application documentation is collected, verified, and processed for submission to underwriting in order for credit decisions to be completed in a timely manner. The Associate Retail Loan Processor will process incoming mail from applicants by opening mail, verifying completion, and imaging disclosures, maintain Intent to Proceed window, request application deposits from applicants when applicable, update loan for rider requirements, borrower vesting, verify SSA-89 is complete for all borrowers on secondary market loans, verify and/or update final 4506-T form, complete clear-to-close checklist noting outstanding items, prepare and deliver the clear-to-close e-mail to appropriate parties, move cleared-to close loans to Closing Processors, act as back up to other Retail Loan peers as needed.

Required Education and Experience
  • High school diploma or equivalent experience.
  • Proficient with Microsoft Word and Excel.
  • One year experience at a financial institution.
Preferred Experience
  • Prefer a minimum of one year of mortgage lending processing experience with secondary market and government loan programs.
  • Completion of some college-level courses.