Job Description
Principal Duties:
ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.
- Manage a high-volume loan pipeline and ensure loans close as scheduled and in compliance.
- Ensure third-party vendor orders are placed and received within agreed upon Service Level Agreement (SLA).
- Conduct quality control of transactional documents such as title commitments, purchase contracts, escrow instructions, deeds, closing statements and other documentation common to purchase and refinance transactions. Familiarity with assignments, double escrow, cash purchases, auction purchases, non-arm’s length transactions and other non-traditional circumstances is a plus.
- Coordinate lien resolution with title (and third parties) such as city liens, substandard liens, subordinate liens.
- Prepare and submit complete loan files for asset underwriting.
- Pipeline management and collaboration with multiple internal departments for closing including Evaluations, Asset and Construction Underwriting, Docs and Legal.
- Update internal loan processing system which include data fields, transactional documentation, and notes.
- Responsible for requesting and reviewing prior to doc, prior to funding and post-closing conditions.
- Responsible for releasing loan documents and coordinating signing with Notary Public as needed.
- Demonstrates problem solving skills and sound judgment by gathering and applying relevant data to research and resolve issues.
- Perform functions to move loans quickly through the pipeline, including but not limited to:
- Input and request title, escrow, insurance, flood certification.
- Request 3rd party vendor orders.
- Request signature block.
- Assist Relationship Associate in reviewing/clearing conditions.
- Create a positive customer experience by effectively and comprehensively communicating Genesis’s needs list and timelines for loans and funding.
- Maintain and update pipeline status, funding dates, etc. to support pipeline management on a regular basis.
- Assist in the maintenance of an extensive Genesis digital filing system according to internal guidelines and naming conventions.
- Perform other functions and assist with other projects as assigned by management.
Education and Experience 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Must have high school diploma.
- Bachelor’s degree preferred.
- Minimum 1 to 2 years’ experience working in the real estate related industry preferred.
- Experience in private money lending, underwriting or construction finance a plus.
- Understanding of mortgage underwriting and funding process.
- Excellent customer service skills.
- Detail oriented and organized with ability to multi-task.
- Self-motivated with strong desire to succeed.
- Understanding of the real estate or financial services sector.
- Strong verbal and written communication skills.
- Ability to interface with high-powered clients and their teams.
- Team player with a positive attitude.
- Ability and desire to work in a fast-paced, deadline-oriented environment.
- Ability to work with little supervision and take ownership of responsibilities.
- Adaptability to perform well in a changing, fast-paced work environment.
Knowledge, Skills, and Abilities
- Detail oriented and organized with ability to multi-task.
- Self-motivated with strong desire to succeed.
- Understanding of the real estate or financial services sector.
- Strong verbal and written communication skills.
- Ability to interface with high-powered clients and their teams.
- Team player with a positive attitude.
- Ability and desire to work in a fast-paced, deadline-oriented environment.
- Ability to work with little supervision and take ownership of responsibilities.
- Adaptability to perform well in a changing, fast-paced work environment.
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