Quick overview
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationGERMANTOWN, United States
Microsoft ExcelReconciliation
Job description
Key responsibilities
- Receive and review initial construction packages.
- Ensure required documentation is obtained for each draw request.
- Work directly with clients to resolve complex documentation or funding issues.
- For each draw, collect and assess inspection/progress photos; reconcile percent complete to funded-to-date and remaining to complete.
- Calculate eligible advances for each construction draw.
- Monitor and escalate documentation gaps and exceptions to the PM and RM, as applicable.
- Partner with associates (PMs, RMs, Operations) and clients’ funding teams to resolve documentation gaps and timing issues.
- Contribute to procedure updates and control enhancements focused on accuracy, turnaround time, and risk containment.
Qualifications
- 3+ years in mortgage warehouse lending and/or related industry experience (e.g., construction draw administration or mortgage operations with draw funding responsibilities); title/closing or loan administration experience preferred.
- Skilled in reviewing 1003s, appraisals, closing disclosures, draw requests, inspections, and CO/Completion documentation.
- Ability to validate inspection percent complete, reconcile to funded-to-date, and apply FHB advance limits.
- Strong documentation review and reconciliation skills; high accuracy in calculations and recordkeeping.
- Proficiency with warehouse/LOS platforms and Excel for tracking, reconciliations, and reporting.
- Clear written and verbal communication with internal associates and clients; able to manage volume and deadlines.
- Bachelor’s degree preferred.
Similar jobs
- RE

Temporary Consumer Lending Loan CoordinatorRecently posted Auto Apply
Redwoodcu · Santa Rosa · On-site 🇺🇸
ComplianceEmployee EngagementExternal Audit$23 - $29/hr - WR
IC Deeding Closing OfficerRecently posted Auto Apply
Westgate Resorts · Orlando, FL · On-site 🇺🇸
SalesSalary not listed - PJ
Loan OriginatorRecently posted Auto Apply
Private Job Board · Fort Mill · Hybrid 🇺🇸
Microsoft ExcelEnvoyCompliance+1Finance$7 - $15/hr - WC
Mortgage Lending Officer - Outside SalesRecently posted Auto Apply
Wings Credit Union · Windsor, WI · Hybrid 🇺🇸
Microsoft ExcelComplianceProspecting+2Sales$66k/yr - PJ
TEST - Loan Originator - Dallas TX (do not use)Recently posted Auto Apply
Private Job Board · Dallas · Hybrid 🇺🇸
Microsoft ExcelEnvoyCompliance+1Finance$7 - $15/hr - CF

Director of ESOP LendingRecently posted Auto Apply
Climate First Bank · United States - Remote · Remote 🇺🇸
OnboardingComplianceDiversity & Inclusion+4Salary not listed - JF
Mortgage Banking Officers Auto Apply
Jobs for Humanity · West Des Moines, Iowa · On-site 🇺🇸
UnderwritingFinanceSalary not listed - RE

Loan Closing Coordinator I Auto Apply
Redwoodcu · Napa · On-site 🇺🇸
ComplianceEmployee EngagementMental Health+1$24 - $31/hr - LI

Program Officer, LendingRecently posted Auto Apply
Local Initiatives Support Corporation · Chicago · Hybrid 🇺🇸
SourcingMicrosoft ExcelMicrosoft Office+7$84k - $105k/yr - AF

Loan Servicing SpecialistRecently posted Auto Apply
AgWest Farm Credit · Spokane · Hybrid 🇺🇸
Internal ControlsPortfolio Management$40k - $51.9k/yr - AF

Loan SpecialistRecently posted Auto Apply
AgWest Farm Credit · Preston · Hybrid 🇺🇸
Due DiligenceInternal Controls$40k - $51.9k/yr - ST
Home Loan OfficerRecently posted Auto Apply
STCU · Spokane Valley, WA · On-site 🇺🇸
Microsoft ExcelMicrosoft OfficeFinance$17/hr
