Branch Associate Processor

Careers with The Wood Group of Fairway

The Branch Associate Processor position provides branch and loan processing support to Processors and Loan Officers. Fills out, verifies, compiles, inputs financial data and organizes all the paperwork and documents pertaining to mortgage loan applications. Communicates with branch and corporate employees and settlement agents in a timely, efficient, and courteous manner.

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Essential Job Functions

  • Verifies that the correct templates and forms were selected for loan investor /program

  • Updates the Encompass milestones

  • Orders payoff (refinances only)

  • Orders and tracks receipt of Mortgage insurance, as needed

  • Orders and tracks receipt of transcripts, as needed

  • Orders and tracks receipt of title

  • Communicates with title for the uploading of documents

  • Orders any and all necessary verifications (written VOE, VOD, VOR)

  • Orders verbal VOE’s for all borrowers within 3 days of funding

  • Orders FHA case # and CAIVRS in FHA connection

  • Places appraisal orders as directed by the LO Team

  • Sends appraisals to the borrower upon receipt of the report

  • Orders final inspections as needed

  • Uses the Operations Worksheet in Encompass along with corresponding pipeline views

  • Requests hazard insurance with correct mortgagee clause (binder & paid receipt if purchase)

  • Reviews all documents for accuracy and completion upon receipt

  • Understands and strives to meet or exceed all operational metrics

Non-essential Job Functions

  • Participates in team efforts to achieve departmental and company goals

  • Adopts Fairway values in personal work behaviors, decision making, contributions and interpersonal interactions

  • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun

  • Performs other duties as assigned

Required Knowledge and Experience

  • Basic knowledge and understanding of conventional and government (FHA/VA) loan requirements

  • Basic knowledge and understanding of state and federal real estate lending regulations

  • Basic knowledge and understanding of loan processing software systems

  • Basic knowledge and understanding of desktop underwriting programs preferred

  • Solid knowledge and understanding of customer service and intrapersonal best practices

Required Education and Experience

  • High School diploma or equivalency degree

  • Demonstrated experience analyzing and interpreting data

  • Demonstrated experience working in a fast paced and changing environment

  • Demonstrated experience with attention to detail, written and oral communication, multi-tasking, and working in a team atmosphere adhering to tight deadlines

  • Demonstrated experience making sound business decisions with information available

  • Demonstrated experience with MS Office software products

Physical Environment

  • This position is primarily a work remote position

  • This position involves extended periods of time sitting at a computer in a desk

Travel Expectations

  • Local travel may be required for company or career-related meetings, programs, or events

Reasonable Accommodations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.