Mortgage Loan Booking Specialist - Merrillville, United States - Centier Bank

Centier Bank
Centier Bank
Verified Company
Merrillville, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Minimum Hourly Rate:
$19.00


Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities.

Our associates are the most valuable asset we have.

The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.


A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, wouldn't want to work for an AWARD-WINNING company that's built on these pillars?


What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

This department typically works Monday-Friday between 8am-5pm.


Summary:


Responsible for Booking Mortgage Loans to the CSI core system using the Encompass CCMC interface and ensuring the information uploaded is accurate and complete.

Setting up the initial escrow account for each new mortgage loan that has escrow included with their mortgage which includes insuring that the taxes and insurance are currently paid or are being paid at closing.


Processing the title company closing packages received from the Title Companies by completing the New ML Excel Worksheet with the funds borrowers paid at closing including the fees, escrow deposit and interest due.

Sending this worksheet to the accounting department each day and ensuring all funds are deposited into the proper GL accounts as well as to the borrowers' loan accounts.


Responsible for Processing the Final Constructions Loans when the construction phase has ended by manually updating the information in CSI NuPoint using the Construction loan template.


Input verification of new mortgage loans booked previous day by other associates to ensure all information input into CSI NuPoint is accurate.


Checking loan suspense recon - working with the Suspense Recon team associates and adding comments regarding new loans to be booked as well as clearing items due to errors or items that need attention by using Image research to locate transactions that need to be cleared.


Creating, updating, and testing procedures to verify they are accurate, up to date and easy to understand, informing the associate who updated the procedures on corrections or modifications needed.

Printing daily reports to be distributed to other associates in the department.


The Specialist will be expected to work on moderately complex tasks, collaborate with the Mortgage Closers and Title Companies on addressing any loan documentation inconsistencies to ensure the best solution for Centier Bank.

The specialist has a small amount of latitude for decision making to cure any inconsistencies.


Essential Duties:
DAILY - shared tasks

  • Funding new Mortgage Loan
  • Book Mortgage Loans to CSI core system including setting up escrow accounts if applicable
  • Input verification for new Ml's, Modifications and Final Construction loans that are booked.
  • Process closing packages for new ML's received from Title Companies
  • Complete the New Mortgage Worksheet and tickets
  • Put all closing fees and funds into the appropriate g/l accounts by filling out the new mortgage loan worksheet.
  • Make the initial escrow deposit into clients account and post initial interest payment.
  • Book the final construction loans to the end phase loan
  • Input verification after end phase loan is completed (by other team members)
  • Ensure procedures are current, accurate, and tested
  • Update County Payee Codes and enter in Excel Spreadsheet, as needed
  • ML Corrections
  • Answer phones and general inquiries
Daily tasks covered by ML Bookers alternating task weekly

  • Loan suspense identifydetermine and input comments to the shared recon for each loan listed
  • Using image research to determine any unidentified items that need to be cleared
  • Print New/Renewed Report for M/L's
  • Add weekly totals to the weekly overtime report

Back-up & Other Duties:

  • Book IL, Helocs, Heloc Renewals, and Triad Loans to CSI system
  • AOD booking to CSI


  • Heloc Modifications

  • File Maintenance
  • Print IL Notes Paid report and log any Triad payoffs onto the Triad Report
  • Print New/Renewed Report for IL's and RVC's
  • Print all the check in sheets for New I/L Loans to be checked in and the check in stamp
  • Procedures test IL, RVC and Triad procedures to ensure accuracy
  • RVC Expanded Totals
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