Pipeline Coordinator at Texana Bank National Association in Dallas, Texas

Job Description:

Responsible for the coordination of file flow for the Consumer Direct Division. Prioritize and coordinate work flow for both the sales and fulfillment team as warranted. Coordinate various critical functions within the Mortgage division to ensure timely and accurate completion of sales loan files, submission to fulfillment and coordination of loan closings.

ESSENTIAL FUNCTIONS:

• Coordinate daily/weekly/monthly routines for the Consumer Direct Division.

• Monitor all milestones to identify bottlenecks and create solutions to get files back on track.

• Identify customer needs, explore all options and suggest different types of loans. Review files for completeness and accuracy.

• Verify accuracy of system input.

• Analyze file for program applicability.

• Review necessary documentation, such as income and asset documentation, credit report, verifications, appraisal report, preliminary title report, etc.

• Requires pre-submission review to ensure that each loan meets all agency and investor guidelines.

• Follow up with clients to request additional documents as needed or to clarify important points.

• Provide status updates to loan officers, borrowers and Management

• Remain up to speed regarding lending and other financial services.

• Coordinate all aspects of submission to underwriting, documentation requests and satisfaction of closing/funding conditions. Coordinate closings as needed.

• Submit files in a timely manner in accordance with company standards.

• Review pre-audit HUD-1 to ensure accuracy. Work with loan officer and title companies to resolve any discrepancies prior to closing.

• Prioritize work flow to ensure time sensitive files are handled in proper order.

• Assure compliance with all regulatory and governmental standards, guidelines, rules and regulations with all regulatory authorities, federal or state ordinances and administrative regulations and statues.

• Forge trust relationship and enhance customer dedication.

• Ensures confidentiality of bank and customer information

• Performs other duties as assigned

• Preferably 2 years or more processing conventional, VA and FHA loans or similar.

• At least 1 year of experience with Ellie Mae Encompass.

• In-depth understanding of relevant rules and regulations.

• Knowledge of mortgage loan documentation and mortgage compliance regulation, especially as they relate to mortgage loans.

• Post TRID knowledge required.

• Extremely efficient in Microsoft applications.

• Strong organizational skills that reflect ability to perform and prioritize multiple time sensitive tasks seamlessly without compromising quality

• Excellent communication and sales skills.

EOE M/F/Disability/Veteran Employer -Applicants and employees notice of EEO rights are available in our office and online here: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf -If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Human Resources at 903-334-0969.