Project Standard Review (2)
TX - Irving
Project Standards Review Associate
I. Major Functions:
Responsible for providing support to all business channels. Responsibilities include working with internal and external associates to ensure the project meets company and agency eligibility criteria. This associate will focus on delivering excellent service to customers while meeting production and quality goals defined by management.
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Project Review:
- Review project documents including Master Insurance Policies, HOA Annual Budgets, HOA By-Laws & Articles of Incorporation and Property Appraisals to ensure the project meets company and agency guidelines
- Address and resolve inquiries via phone or email related to projects from internal and external associates; this includes Sales, Processors, Underwriters and other company staff.
- Perform initial project reviews and conditional approvals within the posted turn times to maintain a high level of service
- Develop and maintain a professional relationship with Fannie Mar, Freddie Mac and FHA Project teams to understand the intent of unique or ‘gray’ area guidelines
- Responsible for submitting exception requests to the agencies for criterion which falls outside of posted guidelines
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Project Review Process:
- Continually expand current knowledge on mortgage industry trends and changes
- Responsible for completing ongoing training and educational sessions for mortgage industry and project review standards
- Recommend procedural improvements to enhance the overall project review process
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Performance/Evaluation Standards:
- Perform all responsibilities within the guidelines of Prospect directives at or above performance and evaluation standards.
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Miscellaneous:
- Complete additional responsibilities as assigned by management team
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Project Standards Review Associate
I. Major Functions:
Responsible for providing support to all business channels. Responsibilities include working with internal and external associates to ensure the project meets company and agency eligibility criteria. This associate will focus on delivering excellent service to customers while meeting production and quality goals defined by management.
|
Project Review:
- Review project documents including Master Insurance Policies, HOA Annual Budgets, HOA By-Laws & Articles of Incorporation and Property Appraisals to ensure the project meets company and agency guidelines
- Address and resolve inquiries via phone or email related to projects from internal and external associates; this includes Sales, Processors, Underwriters and other company staff.
- Perform initial project reviews and conditional approvals within the posted turn times to maintain a high level of service
- Develop and maintain a professional relationship with Fannie Mar, Freddie Mac and FHA Project teams to understand the intent of unique or ‘gray’ area guidelines
- Responsible for submitting exception requests to the agencies for criterion which falls outside of posted guidelines
|
|
|
|
Project Review Process:
- Continually expand current knowledge on mortgage industry trends and changes
- Responsible for completing ongoing training and educational sessions for mortgage industry and project review standards
- Recommend procedural improvements to enhance the overall project review process
|
|
|
|
Performance/Evaluation Standards:
- Perform all responsibilities within the guidelines of Prospect directives at or above performance and evaluation standards.
|
|
|
|
Miscellaneous:
- Complete additional responsibilities as assigned by management team
|
|
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