Loan Set Up - Approval Specialist - Summit Funding

Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders.  When Todd Scrima, our owner and CEO founded our company in 1995 his dream was not to be the biggest, but to strive to be the best.  In 2022 we were proud to play a part in making the dream of homeownership a reality for over 10,000 people. Our growth mindset, positive culture, and history of stability are just a few things that position our company as a leader in the mortgage industry.

Benefits and Perks:

• Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
• Opportunity to earn competitive compensation.
• Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
• Fun team atmosphere, professional development, and more.

The Loan Set Up - Approval Specialist will perform all loan set up functions in a timely and efficient manner to ensure a complete and organized file is ready for processing. The Approval Specialist will work directly with the Loan Manager to ensure that all documents needed for processing have been requested and received. This position requires frequent communication with the Loan Officer and Loan Partner.

Starting pay ranges between $15-$20/hr DOE

What YOU will do to make a difference at Summit Funding: 

• Complete loan set up within 48 hours of receipt.
• Verify loan file is complete, and Loan Officer has provided completed checklist and CCI, accompanying disclosures, documents, needs list, anticipated or confirmed program/investor, and etc.
• Return any incomplete loans back to Loan Officer. Send e-mail with list of missing items for completion to Loan Officer and Branch Manager.
• Order appraisals, preliminaries, flood, verifications, and all other validations required by Summit Funding, Inc.
• Assist Loan Manager with follow up for items requested.
• Perform all branch file cancellations per current Loan Cancellation Policy.
• Learn how to properly re-disclose a loan, as needed.
• Place detailed comments in the conversation log every time a file is handled.

• 1 year of current experience working in a professional office environment in a B2B-facing role.  
• Prior mortgage experience  is a plus.
• Must be proficient in Word, Excel, and Outlook applications.
• Proficiency in DU/DO, LP, and major Originating systems is a plus. Encompass experience is also a plus.
• Must have excellent verbal and written communication skills.
• Must have a positive attitude.
• Must be dependable, self-motivated, and require minimal supervision.
• Must be proficient with or willing to learn all guidelines and websites necessary to complete job functions.
• Must be detail oriented.
• Must be able to work under pressure to meet deadlines.
• Must be able to organize, prioritize, and manage time.
• Ability to work Monday through Friday, standard business schedule
• Ability to report into the Eugene Office on a weekly basis.

All your information will be kept confidential according to EEO guidelines.