Position Summary
This role has a high level of interaction with internal users (HEI Underwriting, HEI Account Executive) and external vendors.
Responsibilities & Duties
• Receive and quality check initial application.
• Order and track receipt of all vendor and third-party products
• Work with title company to clear title as needed.
• Review and provide recommendations to Underwriting for underwriting waivers and exceptions
• Basic understanding of Fannie Mae guidelines and standard income calculations, (i.e.: wage earners, self-employed and rental income)
• Be able to assess an applicant’s credit worthiness and debt to income ratios based off a credit report
• Work with title company to coordinate closing
• Work with internal Treasury Team to coordinate wire activity
• Work with external custodian to send collateral documents and data
• Data Capture in system as needed
• Check applicant documentation set for completeness.
• Manage and clear all processing stage related tasks and conditions.
• Advance Option Files to Underwriting Stage in a timely manner.
• Contribute to development, testing and documenting of new workflows and procedures.
• Interact with all functions within the company, ability to negotiate in the best interest of stakeholders’ overall position.
Required Education, Experience, & Skills
• 2+ years of HEI or mortgage industry experience
• Mortgage Loan Processing and closing experience preferred.
• HEI experience preferred
• Salesforce system experience preferred.
• Strong time management skills
• Ability to work independently and collaborate effectively as a team member.
• Technologically savvy, with the ability to work in varied systems, Salesforce, DocuSign, and other systems.
• High diligence and effective critical thinking skills
• Excellent customer service skills
• Excellent oral and written communication skills
• Analytical thinking ability, diplomacy, and professionalism
BlueSky Resource Solutions is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
