Quick overview
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 contr ol 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.
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