What are the responsibilities and job description for the Loan Operations Clerk (Part-Time) position at CFSB Opportunities?
-Navigate Mortgagebot and Power-Manager websites
-Monitor emails and print all supporting documents needed to complete the files
-Sort through and distribute the courier deliveries from all banking center locations
-Pull updated credit through CBCInnovis and UCDP portal sheets for appraisals uploaded to Freddie Mac
-Print or upload into Imageflow all electronically signed forms from DocMagic
-Print or upload into the Residential Loan Drive all electronically signed forms from Docusign
-Export FMAC loans through Mortgagebot for selling and log the Freddie Fees Payable Spreadsheet
-Work closely with the administrative assistants and loan officers to ensure we have everything needed for the files
-Complete a pre-closing review on all secondary market files to prepare for closing
-Complete a post-closing checklist on all files to ensure proper documentation has been obtained
-Package all loans and prepare a cross-app sheet to send to Loan Operations for booking
-Perform all net funding deposits and wires to the settlement agents
-Pull loan files that have been withdrawn and send to Loan Operations and shred old Freddie files each month
-Request written verifications and verbal VOE's
-Learn ImageFlow functions and the Residential Loan Drive to be able to work totally paperless
-Complete all tasks and any annual trainings before deadlines
-Learn and comply with all established CFSB policies, procedures, and standards
-Perform other duties as the Team Leader requests