Loan Officers
Collect and review borrower documents (income, assets, credit, disclosures)
Order third-party items (appraisal, title, insurance, VOE)
Verify information for accuracy and compliance
Communicate with borrowers, loan officers, underwriters, and title companies
Submit complete loan files to underwriting
Clear underwriting conditions
Track timelines to ensure on-time closings
Strong attention to detail
Organization and time management
Knowledge of lending guidelines (FHA, VA, Conventional, USDA)
Clear communication skills
Ability to manage multiple files at once