Collaborate with Partners: Work closely with Equitable Bank’s closing service provider to provide all necessary data and documentation required for solicitors/agents to initiate the closing process for property purchases or mortgage refinances.
Data Management: Update systems and portals as necessary to tailor borrower data based on loan product and type.
Effective Communication: Liaise with the Residential Credit Team to identify and resolve inconsistent information affecting the instruction process. Assign tasks for resolution, monitor progress, and verify corrections to ensure quality outcomes.
Insurance Documentation: Prepare insurance documents with precision, ensuring borrower information is accurate and comprehensive.
Compliance Assurance: Verify that legal representatives meet all Equitable Bank integrity and compliance standards.