HEI Processor/Closer

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

A reasonable estimate of the base compensation range for this role is $85K annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.