Key Responsibilities:
* Document Management: Collect, review, and manage all necessary documents from clients, ensuring compliance with legal and company standards.
* Communication: Serve as the primary point of contact between clients, lenders, and internal teams to facilitate seamless communication throughout the transaction process.
* Scheduling and Coordination: Coordinate with appraisers, title companies, and other third parties to schedule necessary inspections, appraisals, and closings.
* Transaction Tracking: Maintain detailed records of all transactions, tracking progress and ensuring deadlines are met.
* Problem Solving: Identify potential issues in transactions and work proactively with all parties involved to resolve them.
* Compliance: Ensure all transactions comply with company policies and regulatory requirements, including NMLS and California Finance Lenders Law.
* Reporting: Provide regular updates to management on the status of ongoing transactions and any potential risks or delays.
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* Experience with reviewing entity documents
* Experience with Construction loans
* 2 years of experience in real estate transactions, loan processing, or a similar role within the financial services industry.
* Experience with residential loan processing
* Experience with documentation of loans