Accurately builds customer shell files within nCino to accurately reflect loan hierarchy in AFS. Functions will include researching existing systems to gather all relative information needed to complete the setup of a customer shell, maintain accurate notes in CACS, complete quality submissions, and communicate effectively with Manager and Loan Setup Team co-workers.
Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.
- Years of experience: 2 years
- Experience level:Experienced
Working hours: 8 AM - 5 PM
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