General Summary:

Provides support to lenders and loan representatives by performing a variety of duties to ensure accurate loan funding and documentation.

Essential Duties and Responsibilities:

Communicate with the lending officer and/or loan representative to gather the necessary documents to process consumer real estate loans and small business loans.

Communicate with the lending officer and loan representative and any other necessary party to schedule loan closings.

Assure compliance with all consumer real estate regulations, polices, and procedures.

Verify interest rate, DTI, LTV and escrow calculations

Generate, review for accuracy, and Docusign/email necessary preliminary disclosures.

Complete appraisal requests.

Complete title search requests.

Review title searches and prepare the necessary documents to perfect our desired lien position.

Assist the Lender/loan representative in communicating with the customer and insurance agents to obtain adequate insurance (coverage amount, flood zone verification, named lien holder, etc.) coverage for both hazard and flood policies, if applicable, prior to closing.

10.

Generate and review all necessary documents (LaserPro documents, affidavits, etc.) prior to loan closing.

11.

Review escrow account addendums (Insurance and taxes) on the Fiserv System with initial policies for accuracy.

12.

Resolve Retail Lending Helpdesk Tickets

13.

Answer Phones and assist branch personnel inquires.

Other Duties and Responsibilities:

Cross-

train in all areas of Retail Loan Support

Perform Second Look Review of Denied and Withdrawn Retail Applications

Perform Second Look Review of Mitigated Retail Applications

Adherence to and support of all compliance and BSA/AML rules and regulations related to

this job function.

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JD BANK

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Retail Loan Support Specialist