Moder

Customer Advocate

• The Customer Advocate, Exception Handling is responsible for processing loan applications in compliance with mortgage lending and applicable investor guidelines.
• Analyzing the loan application, assessing creditworthiness and the likelihood that a loan applicant will be able to repay the debt.
• Monitoring the loan process and managing the proper expectations with the client and the sales staff through closing.
• Making mortgage loan recommendations for all Government and Conforming Full Doc products.
• Providing excellent customer service and acting as a liaison between the borrower, underwriter and loan advisor.
• Validating the loan application for completion and accuracy and confirming information entered in Loan Origination System matches.
• Completing various Processing Checklists to confirm documentation requested was received and loan is ready to go back to Underwriting for final approval.
• Responsible for funding goals as established at the beginning of every month.
• Complying with all company policies and procedures.

Customer Advocate, Exception Handling

Project Manager

• Develop detailed project plans that outline scope, objectives, timelines, milestones, and deliverables.
• Define project tasks and resource requirements.
• Coordinate with stakeholders to ensure alignment on project goals and expectations.
• Lead cross-functional project teams and ensure clear assignment of responsibilities.
• Drive execution of tasks to meet project milestones and deadlines.
• Facilitate problem-solving and decision-making throughout the project lifecycle.
• Track progress using appropriate tools and techniques.
• Monitor performance against scope, schedule, and budget.
• Identify variances and initiate corrective actions when necessary.
• Maintain open, effective communication with stakeholders including clients, internal teams, and senior leadership.
• Provide regular status reports, updates, and escalate issues as needed.
• Host project meetings to ensure team alignment.
• Allocate project resources effectively, including personnel, tools, and equipment.
• Monitor resource utilization and address capacity constraints.
• Identify potential project risks and develop mitigation strategies.
• Continuously assess risk throughout the project lifecycle.
• Take proactive measures to minimize project disruption.
• Ensure project deliverables meet defined quality standards and stakeholder expectations.
• Conduct reviews and validations at key stages.
• Implement lessons learned and best practices for continuous improvement.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

• Responsible for processing loan applications in compliance with mortgage lending and applicable investor guidelines.
• Performs duties such as analyzing the loan application, assessing creditworthiness and the likelihood that a loan applicant will be able to repay the debt.
• Monitoring the loan process and managing the proper expectations with the client and the sales staff through closing.
• Provide periodic status updates, and timely return all incoming inquiry calls.
• Validate the 1003 loan application for completion and accuracy and confirm information entered in Loan Origination System matches.
• Completes various Processing Checklists to confirm documentation requested was received and loan is ready to go back to Underwriting for final approval.
• Escalates loans through proper channels if a loan no longer qualifies or a restructure is needed.
• Record data on status of loans, including number of new applications and loans approved, canceled, or denied, using computer.
• Responsible for funding goals as established at the beginning of every month.
• Provide Feedback to Loan Credit Advisor on loan quality.

• Responsible for processing loan applications in compliance with mortgage lending and applicable investor guidelines.
• Perform duties such as analyzing the loan application, assessing creditworthiness and the likelihood that a loan applicant will be able to repay the debt.
• Monitor the loan process and manage proper expectations with the client and sales staff through closing.
• Provide periodic status updates, and timely return all incoming inquiry calls.
• Validate the 1003 loan application for completion and accuracy.
• Complete various Processing Checklists to confirm documentation requested was received.
• Record data on status of loans, including number of new applications and loans approved, canceled, or denied.

Customer Advocate, Cash Out

Operations

• Monitor operational queues to ensure timely processing and identify potential bottlenecks or delays
• Perform file reviews and scrubs to validate data accuracy and completeness
• Investigate root causes of issues flagged by the team or system and assist in developing corrective actions
• Collaborate with internal QA teams to support audits and quality improvement initiatives
• Assist in setting up new client processes, including documentation and workflow alignment
• Request and manage access to client systems and tools as needed
• Provide support on client escalations by gathering relevant information and assisting in resolution efforts
• Maintain accurate records and documentation in accordance with company and client standards
• Comply with all company policies and procedures
• Maintain regular and punctual attendance

Customer Advocate, Exception Handling

Project Manager

Customer Advocate

Customer Advocate, Cash Out

Title Operations Specialist