Orion Lending is a Nationwide Mortgage Banker, founded by proven industry leaders, who bring a legacy of success and ambition to the Mortgage Banking industry. At the core of our business philosophy is a commitment to extraordinary service, honesty, and clear communication. Our team is comprised of highly seasoned professionals who share Orion Lending's objective to revolutionize our partners' expectations. At Orion Lending, we combine innovative technology, a wide array of products and competitive pricing, to assist our network of originators grow and develop their referral business and clientele.

Position Summary

The Funding Assistant – Closing Package Intake role will assist the closing team in receiving, reviewing, and filing closing packages and performing additional clerical duties as determined by closing leadership.

Specific Duties and Responsibilities

Receive original signed closing packages

Log the packages utilizing tracking software

Review document packages

Pull original signed collateral Note

Prepare collateral Note via Ancora system processing

Deliver collateral Note to Collateral Dept.

Filing document packages

Monitor shared email boxes for requests from Operations

Assign files to Funders

Box aged funded files

Log receipt of income mail and checks

Follow up for outstanding closing packages and final settlement statement via email or phone call depending on urgency

Prioritize work queues effectively while always focusing on meeting and exceeding service levels

Contributes to and encourages others to demonstrate a team focused, value based, service culture throughout the organization

Preferred Qualifications and Experience

Previous experience in the Mortgage industry

High School Diploma or equivalent (preferred)

Knowledge and experience with Encompass LOS

Effective in developing internal and external relationships

Knowledge of direct lending funding process

Strong proficiency in using computer software and data entry

Strong analytical and problem-solving skills

Able to make sound decisions using a mixture of analysis, common sense, experience, and judgement

Ability to work in a fast paced, high intensity environment

Strong verbal and written communication skills

Must be organized, dependable and punctual

Ability to lift up to 40 pounds

Required in-office during scheduled business hours

Physical and Work Conditions

Standard office environment, equipment, and tasks, including work at a computer terminal. This position requires partial sitting and walking throughout the day. Employees must be open to working overtime to complete assigned tasks.

Job Type: Full-time

Pay: $21.00 - $23.00 per hour

Benefits:

Dental insurance
Health insurance
Vision insurance

Schedule:

8 hour shift
Day shift
Monday to Friday

Work Location: In person

Orion Lending

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Funding Assistant