Loan Opener

Remote, Worldwide

The Mortgage Loan Setup Specialist streamlines the front end of the mortgage process by completing all third‑party order-outs, verifications, initial disclosures readiness, and pre-processing file scrubs. This role ensures files are accurate, compliant, and fully documented so they can move quickly from application to processing/underwriting.

Key Responsibilities

Third‑party orders and verifications

Order Evidence of Insurance (EOI), Replacement Cost Estimator (RCE), and insurance invoices

Obtain Written and Verbal Verifications of Employment (WVOE/VVOE)

Request Verifications of Mortgage (VOM) and Verifications of Rent (VOR)

Order IRS tax transcripts (4506‑C) and credit supplements

Secure collection and debt payoff statements

Order appraisal through approved AMCs

Pull flood certifications

Run DataVerify (or equivalent) reports

Validate property address via USPS

HOA/condo and insurance documentation

Obtain Master Insurance and HOA certifications/questionnaires

Coordinate condo project review/approval as required (agency/investor)

Title and payoff coordination

Request title work and manage title/escrow contacts

Order mortgage payoffs and confirm demands align with...