Pre-Approval Specialist

Minimum of 1 year of experience in the mortgage industry

Ability to calculate income and review credit report experience

Knowledge of mortgage guidelines

Knowledge of Microsoft suite (Windows) and Google suite (Google Docs, Sheets, etc.)

Mortgage experience is strongly preferred

The Pre-Approval Specialist is responsible for providing exceptional customer service, file quality, and adhering to the agreed upon Service Level Agreement (SLA) while processing borrower documents.

This is accomplished by obtaining and verifying necessary documentation for underwriting the loan file and communicating directly with borrowers, third-party vendors, and/or loan officers to obtain documentation for initial loan approval.

Communicate with borrowers and various third-party companies to obtain and review required minimum document requirements and vendor information including, but not limited to: income and disclosure documents, verification of employment, tax transcripts, financial/bank statements, and ordering updates to FHA and VA case numbers as needed

Verify vendor orders are completed and returned, and invoices are received and documented

Responsible for handing over a completely documented file to the Underwriter which is ready for initial underwriting

Complete required loan submission checklists