With 15+ years in the processing related job field, I have gained a great deal of knowledge in areas which I believe would be consistent with many of the things required in the position of Portfolio Manager.
*Order required documents needed for loan closings, title, appraisals, residential inspections, flood certificates, homeowners insurance policies.
* Request payoffs ,Verification of Employment (VOE)
*Prepare subordinations, satisfactions, partial releases
*Issue construction loan draws
*Prepare and forward daily mortgage rates to Real Estate loan officers and brokers
*Lock rates for Loan Officer with Fannie Mae
*Daily export and import of all funded mortgage loans from loan origination system to core system
*Import and transmit loans sold to Fannie Mae
*Pay vendors for services rendered through general ledger and balance on a weekly basis
*Pay Private Mortgage Insurance (PMI) and hazard insurance premiums for escrowing mortgage loan accounts on a monthly basis
*Process year end property tax escrow checks for mortgage loan accounts
*Perform annual escrow analysis for escrowing mortgage loan accounts
Pioneer Credit Union, VP of Lending
920-494-4541 ext 3031
J-H Appraisals LLC
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