Demo

CLIENT MANAGER - NON DELEGATED CORRESPONDENT

Oceanview Life & Annuity
Horsham, PA Remote Full Time
POSTED ON 3/31/2025
AVAILABLE BEFORE 4/30/2025
Overview

Oceanview is hiring a Client Manager, Non-Delegated professional to facilitate all aspects of loan processing as it relates to non-delegated correspondent loan submissions from initial credit package review to underwriting and clear to close, in accordance with company guidelines, policies and procedures.


Responsibilities

  • Perform in-depth analysis of files for submission to underwriting and ensure that the required documentation is completed and received.
  • Establish rapport with non-delegated correspondent lenders and deliver excellent customer service.
  • Maintain system data including status and loan events (receipt of stipulations, dates and memos) with anticipation of closing each loan within 30 days.
  • Order and review all required third party reports.
  • Verify all documents and conditions have been met, obtain final approval sign off by underwriting, provide status updates and clear to close to the non-delegated correspondent lender.
  • Resolve all loan level file issues to assist in underwriting decisions.
  • Manage internal and external expectations on timelines and SLA’s.
  • Assist with training new employees in the department. Follow company guidelines, policies and procedures.
  • Complete special tasks as assigned by manager as needed.

Qualifications

  • Excellent verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Proficiency in Encompass, MS Word, and Excel.
  • Ability to multi-task effectively in a fast-paced environment.
  • Demonstrated knowledge of the mortgage documents and loan processing.

EDUCATION and EXPERIENCE:

  • College degree preferred. Equivalent experience in mortgage banking origination may be a substitute.
  • Three (3) years of residential processing experience preferred. Other relevant study or directly related work experience may be considered.
  • Ability to work overtime (especially at the end of the month).

Certifications, Licenses, and/or Registration Requirements  

  • NMLS# and license would be beneficial. 

Pay and Benefits

Hourly Pay range: $31.00 - $32.00 per hour . Salary is determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity.

 

Discretionary annual bonuses, when paid, are based principally on the evaluations of job performance by those to whom you report. Year-end bonus amounts are subject to change based on individual and company performance – although there is no guaranteed minimum for the year-end discretionary bonus.

 

In accordance with this position, hired individuals may be eligible to participate in Company benefit plans and programs, including paid time off benefits (vacation, holiday, and sick time); group medical, dental, and vision insurance programs; life insurance and disability benefits; the Company’s 401 (k) retirement plan; and other fringe benefits as are made available to other similarly situated employees of the Company, in accordance with and subject to the eligibility and other provisions of such plans and programs.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls.  The employee frequently is required to talk and hear.  The noise level in the work environment is usually moderate.  The employee is occasionally required to stand; walk; reach with hands and arms.  The employee is rarely required to stoop, kneel, crouch, or crawl.  The employee must regularly lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

 

EEOC

Bayview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Salary : $31 - $32

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