Doc Drawer

Location: Los Gatos, CA

About Us

Opes Advisors is a premier financial advisory firm specializing in residential mortgage banking and wealth management. We are currently seeking a Doc Drawer with 2 recent years of experience, this position is located in our Los Gatos Branch.

Responsibilities

  • Review doc order requests
  • Draw and prepare loan documents
  • Review loan documents and check for accuracy and data integrity
  • Validate fees and perform compliance and high cost loan tests

Requirements

  • Working knowledge of Data Trac and Calyx Point 4.4 a plus
  • Strong mathematical and computer skills
  • Ability to work independently
  • Superior customer service skills
  • Highly detail oriented
  • Strong written and verbal communication skills
  • Knowledge of mortgage loan process
  • Knowledge of RESPA, TILA, MDIA requirements
  • Solid experience working with multiple loan types and conduits
  • Ability to multi-task in a high volume, fast paced environment

Qualifications

Banking/Financial Services background a plus

2+ years mortgage experience

Funding experience a plus

High School Diploma

Benefits

By choosing Opes Advisors, Inc. you are choosing to be part of a team driven by excellence and dedicated to success. Also included in this exciting opportunity is a competitive salary and benefits package.

Apply

Apply for this opportunity by emailing your cover letter and resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

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