- Process DSCR and investor mortgage loans from initial disclosure through closing
- Review, verify, and organize borrower, property, and third-party documentation to ensure complete loan files
- Calculate and validate DSCR metrics, rental income, and cash-flow inputs in accordance with lender guidelines
- Submit loan files to underwriting and manage underwriting conditions through final approval and clear-to-close
- Collaborate closely with loan officers, wholesale account executives, underwriters, borrowers, title/escrow, appraisers, and other third-party vendors
- Track loan milestones, follow up on outstanding conditions, and proactively resolve issues to keep loans moving
- Maintain accurate loan notes, document tracking, and status updates in the loan origination system and lender portals
- Ensure compliance with investor requirements, internal policies, and applicable regulatory standards