Renovation Draw Specialist

1 month ago(11/16/2017 10:27 AM)
# of Openings
Corporate - Other


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


The position is responsible for operational support duties of the Renovation Lending department and assisting the Fair Lending/CRA Officer as directed.


Key Responsibilities and Essential Functions

  • Monitors emails received from contractors, homeowners and consultants on all draw related activities such as Draw Requests, Change Orders, Use of Contingency Reserves along with supporting documentation.
  • Creates Disbursement Log in Shared Drive and hard copy file.
  • Process and Distribute all draw check requests and input information into tracking system. Responsible for notifying either the Retail LO or the Wholesale Account Executive when final draw disbursement is released.
  • Contacts customer with Welcome Call.
  • Opens files daily as assigned by the Operations Manager.
  • Tracking previous draw checks that were not received and cashed by Contractor and Homeowner.
  • Close out files in FHA connection and communication to FNMA.
  • Follow up calls on files wherein inactivity has occurred over 30 days.
  • Monitor Aged Files.
  • Scan closed files in BlitzDocs.
  • Monitoring and payment of mortgage payments due.
  • Order Final Inspections.

Work Experience and Knowledge, Skills and Abilities

  • Experience with Encompass and FHA Connection a plus.
  • 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

  • Three to five (3-5) year’s mortgage experience preferred.

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


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