Orion Lending is a Nationwide Mortgage Banker, founded by proven industry leaders, who bring a legacy of success and ambition to the Mortgage Banking industry. At the core of our business philosophy is a commitment to extraordinary service, honesty, and clear communication. Our team is comprised of highly seasoned professionals who share Orion Lending's objective to revolutionize our partners' expectations. At Orion Lending, we combine innovative technology, a wide array of products and competitive pricing, to assist our network of originators grow and develop the irreferral business and clientele.
The Funding Assistant – Closing Package Intake role will assist the closing team in receiving, reviewing, and filing closing packages and performing additional clerical duties as determined by closing leadership.
Responsibilities
• Receive original signed closing packages
• Log the packages utilizing tracking software
• Review document packages
• Pull original signed collateral Noteo Prepare collateral Note via Ancora system processing
• Deliver collateral Note to Collateral Dept.
• Filing document packages
• Monitor shared email boxes for requests from Operations
• Assign files to Funders
• Box aged funded files
• Log receipt of income mail and checks
• Follow up for outstanding closing packages and final settlement statement via email or phone call depending on urgency
• Prioritize work queues effectively while always focusing on meeting and exceeding service levels
• Contributes to and encourages others to demonstrate a team focused, value based, service
Required Skills
• Previous experience in the Mortgage industry
• High School Diploma or equivalent (preferred)
• Knowledge and experience with Encompass LOS
• Effective in developing internal and external relationships
• Knowledge of direct lending funding process
• Strong proficiency in using computer software and data entry
• Strong analytical and problem-solving skills
• Able to make sound decisions using a mixture of analysis, common sense, experience, and judgement
• Ability to work in a fast paced, high intensity environment
• Strong verbal and written communication skills
• Must be organized, dependable and punctual
• Ability to lift up to 40 pounds
• Required in-office during scheduled business hours
Standard office environment, equipment, and tasks, including work at a computer terminal. This position requires partial sitting and walking throughout the day. Employees must be open to working overtime to complete assigned tasks.