Processor I

1 month ago
# of Openings
Retail - Operations


About HomeBridge Financial Services

HomeBridge Financial Services, Inc. is one of the nation’s largest privately held, non-bank lenders. We specialize in facilitating and securing home mortgage financial solutions through our retail and wholesale channels. More information on HomeBridge can be found online at


Customer Service Commitment

Represents the company in a professional and enthusiastic manner: by providing an exceptional level of customer service, supporting the mission/vison statements, and adhering to our core values in all functions of their job responsibilities and interaction with referral partners, customers, and clients.


Scope/Purpose of the Position

Processes loans in adherence to product guidelines and company standards. Acts as a liaison between the loan officers, customers and various departments throughout the company.


Key Responsibilities and Essential Functions

  • Performs all aspects of the loan processing checklist
  • Responsible for reviewing and scanning loan documentation into the document management system and properly labelling all items.
  • Responsible for daily updating of Encompass with accurate information regarding their pipeline.
  • Reviews data noted in the loan origination system and compares it to the documentation received, as it relates to basic data, such as: accurate loan contact information, loan term information, and program selected.
  • Assists the Processor in obtaining follow-up loan documentation.
  • Assists in following up with borrowers to correct provided documentation that the borrower fails to provide correctly.
  • Assist with follow up calls on status of files each week
  • Assist with making sure contacts are input correctly into Encompass
  • Ordering payoffs, requesting prelim CDs from title
  • Requesting and following up with borrowers regarding Hazard
  • Act as a backup to the receptionist as needed.

Work Experience and Knowledge, Skills and Abilities

  • Excellent analytic skills, attention to detail, and ability to work within time constraints.
  • Excellent level of interpersonal skills to work effectively with others.
  • Excellent level of oral and written communication skills. Ability to communicate across a variety of audiences.
  • Intermediate level of computer skills and the ability to function in a windows environment utilizing Outlook, Word and Excel.
  • Professional and effective interpersonal skills. Solid decision making skills with display of professionalism in maintaining confidentiality.
  • Ability to rapidly acquire detailed knowledge of departmental policies, practices and procedures.
  • Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously.
  • Committed to taking responsibility and ownership for agreed actions and delivery.
  • Reports to work on a daily and timely basis.

Minimum Qualifications

  • High School Diploma or equivalent

Note: Management reserves the right to change or reassign job duties or combine positions at any time.


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