Loan Operation Setup

Fill Out Encompass/ Lending QB

Update Whiteboard CRM

Call around Account Executives (Well’s Fargo,Chase etc.)

Break Down Documents (PDF)

Follow Up on old Leads (CRM & Google Sheet)

Calculate Income ( Fannie Mae Guidelines)

Pull Credit (Certified Credit)

Create LOE’s and have them Docusigned (Word & Docusign)

Docusign Credit Authorization (Docusign)

Call Escrow, HOA’s, Insurance, Mortgage Servicers (English & Communication Skills)

Create PFC Folder (PDF)

Create COC’s (Word & PDF)

Квалификация: Системное администрирование

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ID проекта: #20303220

1 фрилансеров готовы выполнить эту работу в среднем за $5


Hi, I hope you are having a fantastic day! I have experienced in Data mining, Data Entry, Web Researcher, US Mortgage processes such as Loan Underwriting, Loan Processing, etc. I have worked with Capita India Pvt L Больше

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