Collateral Review Associate – RTL

Setpoint.io

Collateral Review Associate responsible for reviewing loan documentation for home purchases. Join Setpoint in ensuring accurate and compliant loan package materials.

Posted 7/15/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage loan underwriting, documentation standards, and operational audits, with strong proficiency in Excel and Microsoft Word. Capable of effectively communicating with clients and managing documentation processes in a fast-paced environment.

Highest-signal resume keywords

Mortgage Loan UnderwritingDocumentation StandardsOperational AuditsExcel ProficiencyClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage UnderwritingDocumentation ValidationData ProcessingValuation MethodologiesOperational Auditing

Soft Skills

Independent WorkPrioritizationGroup Collaboration

Tools & Technologies

Microsoft ExcelMicrosoft WordInternal Web Applications

Industry Keywords

Loan Package DocumentationTitleValuationsSecondary Loan MarketsServicing Practices

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Conduct reviews of and validate loan package documentation and materials related to purchasing of property, documents include but are not limited to: credit, background, appraisal, title, HUD-1, flood cert, mortgage, note, guaranty, repair budgets, and entity documents.
Update internal web applications related to loan package materials and documentation.
Validate all materials have been updated in the system of record.
Perform daily operational audits for documentation requirements and data processing.
Provide assistance in communication with internal and external clients with questions or concerns on collateral.

Requirements

What you’ll need

3+ years’ experience in title, valuations, or mortgage loan underwriting.
Strong computer abilities including intermediate to advanced Excel skills, Microsoft Word, and experience with software interfaces.
Ability to work extended hours based on the flow needs of the client - this includes month end, quarter end, and year end increases in volume.
Knowledge of mortgage and business loans, including underwriting and documentation standards, valuation methodologies and secondary loan markets and servicing and monitoring practices.
Ability to work independently, prioritize, and plan work activities while also being effective in a group setting.
Ability to work in our Salt Lake City or Park City office as needed.

Benefits

Comp & perks

competitive salaries
stock options
medical, dental, and vision coverage
401(k)
short term and long term disability coverage
flexible vacation