Loan Opener

Description

The Mortgage Loan Setup Specialist streamlines the front end of the mortgage process by completing all third‑party order-outs, verifications, initial disclosures readiness, and pre-processing file scrubs. This role ensures files are accurate, compliant, and fully documented so they can move quickly from application to processing/underwriting.

Key Responsibilities

• Third‑party orders and verifications
• Order Evidence of Insurance (EOI), Replacement Cost Estimator (RCE), and insurance invoices
• Obtain Written and Verbal Verifications of Employment (WVOE/VVOE)
• Request Verifications of Mortgage (VOM) and Verifications of Rent (VOR)
• Order IRS tax transcripts (4506‑C) and credit supplements
• Secure collection and debt payoff statements
• Order appraisal through approved AMCs
• Pull flood certifications
• Run DataVerify (or equivalent) reports
• Validate property address via U...