Waterstone Mortgage Corporation

Affiliate Manager

• Function as the primary contact and liaison between clients, Branch Manager, Sales Manager and/or assigned Loan Originators
• Responsible for taking applications over the phone and scheduling appointments
• Coordinate weekly pipeline meetings with each Loan Originator for accurate file tracking
• Track all requested documents in Encompass
• Review documentation received within 24 hours of receipt for discrepancies
• Contact customers within 24 hours of receiving the loan file and provide status updates
• Respond to customer inquiries and other related parties on a transaction as needed

Loan Partner II

Mortgage Loan Processor

• Own the loan setup phase once a borrower goes under contract
• Partner closely with the Loan Officer and the team to organize files
• Issue disclosures and order third-party items
• Review documentation for accuracy and compliance