- Set up files for new and existing loans
- Assess client’s wage and tax returns
- Compile and analyze financial information
- Opening escrow and requesting fees
- Verifying Employment and Rent
- Ordering Transcripts and Home Insurance
- Ordering Initial Disclosures
- Submitting files to Fast Track
- Assists in the preparation of reports and presentation for clients
- Knowledgeable in Encompass, Salesforce, Mortgage Coach and SAP
