- Own assigned loan files from receipt through Underwriting and Closing.
- Review files and conduct customer interviews to verify business, property, and ownership details.
- Collect, organize, and review required legal, property, and insurance documentation.
- Monitor pipeline progression and operational SLAs to ensure file completeness.
- Coordinate activities across underwriting, title, valuation, legal, and closing departments.
- Manage closing steps including notary coordination, document execution, and identity verification.
- Maintain accurate records and resolve operational bottlenecks.
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