Branch Funder

Funds for up to eight Closers

Pulls daily reports to ensure all loans are being reviewed for funding

Calls settlement agents daily on loans that are funding to introduce as the Funder

Verifies with the settlement agent the time the loan is scheduled to close/fund as well as a valid email address to send their funding worksheet

Updates MS Outlook calendar with the name of the file and time/day it is scheduled to close/fund

Reviews all files for funding and completes a funding worksheet for each loan with loan specific conditions required to authorize disbursement

Emails the funding worksheet to the settlement agent, LO, Processor and Closer (personas found in Encompass LP1 or LP2)

Reviews closing documents required to issue funding authorization to verify the documents are executed and dated correctly. Ensures notary seals are valid and notary dates do not differ from borrower’s dates.

Ensures dates on the closing documents match up with the final HUD1 executed at closing

Ensures final HUD1 executed at closing matches the approved HUD1 for signing

Follows all closing/funding requirements set forth in training

Sends funding authorization, including a funding number specific to them, along with the amount of the wire the agent should receive

Documents the funding authorization in the Doc Signing Milestone under the Milestone Comments and date stamp; documents the conversation log

Reviews files applicable for table-funding prior to and after documents are signed

Ensures all funding conditions have been uploaded into the eFolder under “Funding Documents”

Keeps a log of all loans funded in an Excel spreadsheet

Sends documents needing sales’ signatures out after closing and ensures they are placed in the file for post-closing

Assist with post-closing steps, as need

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

Basic knowledge and understanding of Encompass

Solid knowledge and understanding of customer service and intrapersonal best practices

Solid knowledge and understanding of 2010 Real Estate Settlement Procedures Act (RESPA) requirements

Solid knowledge and understanding of closing requirements for multiple products in multiple states

High School diploma or equivalency degree

2+ years of general mortgage banking preferred

Demonstrated experience with Encompass preferred

Demonstrated experience effectively managing relationships with internal and external partners

Demonstrated experience working in a fast paced and changing environment

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

Demonstrated experience with MS Office software products specifically Excel

This position is primarily a work remote position

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

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