Position purpose - Responsibilities/Duties/Functions/Tasks

• Maintains Default Loan Fee Templates for Branch/Division and works with Compliance Department to set up or revise Fee Templates when necessary
• Gathers documentation/information for Loan Estimate (LE) Completion & Closing Disclosure (CD) preparation
• Completes file contacts for Settlement Service Provider List
• Completes 2015 itemization in compliance with RESPA-TILA Integrated Disclosure Rule
• Prints/previews the loan estimate for accuracy prior to issuing to consumer
• Completes change of circumstance / resolving fee variance violations
• Issues loan estimates (initial and revised) to consumer, which must be delivered within the required time lines under the RESPA-TILA Integrated Disclosure rule
• Working regular hours in the office on a non-remote basis is an essential function of this position.

Qualifications

• Previous mortgage experience with knowledge of REPSA-TILA Integrated Disclosure Rules
• Strong communication, analytical, and problem solving skills
• Excellent writing and editing skills
• Strong communication skills, both written and oral
• Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
• Ability to multi-task
• Knowledge of and proficiency in Encompass360 and Microsoft Office applications

Preferences

• Extraordinary attention to detail
• Ability to work and to deliver content under tight deadlines
• Ability to work independently

Company Conformance Statement

In the performance of assigned tasks and duties all employees are expected to conform to the following:

• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
• Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
• Ensure every action and decision is aligned with PRMI values.
• Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Work effectively as a team contributor on all assignments.
• Perform quality work within deadlines.
• Respect client and employee privacy.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.