• Review loan packages submitted by HUD-certified homebuyer counselors with Acts and other approved agencies to determine if they have provided all required documents and meet all underwriting guidelines.
• Complete work in accordance with all applicable federal and state regulations, and organizational policies, and identify and report errors to the Director, Lending Operations.
• Organize and archive underwriting documents for each family, including digital and paper filing work, for easy review and access for internal audits.
• Prepare pre-approval, request for additional information, adverse action and loan commitment letters, and communicate action with families.
• Complete all required loan documentation and disclosures, from application through closing.
• Work with Loan Servicing Coordinator to ensure insurance coverage has been obtained before closing and to provide a smooth transition to loan servicing.
• Manage loan origination software and create templates to add efficiencies to the process; assist with implementing new loan software as needed.
• Maintain customer relationship management platform, Salesforce on a daily basis to ensure accurate and timely information is entered, and assist with implementing CRM expansion and improvements.
• Maintain a well-organized filing system for paper and digital files.
• Assist with completing required reporting for internal, external and audit needs and review for accuracy.
• Work with the homebuyer coaching department and administration department to complete eligibility assessments for families applying for down payment assistance with Acts.
• Assist Director, Lending Operations identify needed training for homebuyer counselors to ensure they understand Acts Lending’s guidelines and follow our procedures.
• Schedule and conduct intake meetings with newly pre-approved families to help introduce them to the Lending program.
• Occasional night and weekend work to accommodate families’ schedules and to represent Acts at events.
• Other duties as assigned by the Director, Lending Operations.

• High school graduate or equivalent
• Minimum 2 years of experience in mortgage lending or related field
• Valid driver’s license and reliable personal vehicle
• Proficiency with Microsoft Office/Google Suite.
• Communicate internally and externally; use telephones and email in a professional manner.
• Experience working with loan origination or underwriting software
• Effective customer service skills, including demonstrating empathy with families, and maintaining composure during difficult interactions.
• Effective business skills, including time-management, resource allocation, teamwork and analyzing problems and implementing solutions

• Ability to sit for extended periods of time.
• Light lifting that includes moving objects up to 20 pounds.
• Occasional local travel

Job Summary