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Homewise Inc. · 2 days ago

Investor Loan Delivery Specialist

ABQ-SF Metro Area

Full-time

Onsite

Entry, Mid Level

2+ years exp

Homewise Inc. is seeking an Investor Loan Delivery Specialist to ensure accurate and timely delivery of mortgage loans to investors. The role involves managing post-closing documentation and collaborating with internal teams and external partners to meet compliance and operational goals.

MortgageNon ProfitReal Estate

Comp. & Benefits

Responsibilities

Review, track, and process receipt of physical loan documentation from title companies, including notes and recorded security instruments

Ensures all notes are properly endorsed and shipped to warehouse lenders or document custodians

Work with title companies, county offices, closers and custodians to resolve missing or inaccurate documentation

Manage delivery pipeline, track lock expirations and manage challenging deadlines

Prepare and deliver electronic loan files for loans sold on the secondary market (Fannie Mae, Freddie Mac, New Mexico Mortgage Finance Agency, Self-Help Credit Union)

Generate UCD & ULDD XML files for electronic loan delivery

Request note releases from warehouse lenders

Address and clear investor conditions or delivery errors

Provide back up to Post Closing Manager in the following duties:

Issue daily rate sheets

Price rates for discount point requests and assist loan officers with pricing and product selection

Secure interest rate commitments from investors

Track and reconcile lock commitments and loan purchase reports

Manage commitment extensions, pair-offs, and terminations

Ensure all loans meet investor and regulatory requirements (RESPA, TILA, QM, TRID) with no exceptions

Prepare and submit weekly closed loan reports and monthly reconciliation logs

Support audit requests and reporting requirements related to mortgage loan delivery

Partner with internal teams (Home Purchase Advisors, Real Estate Sales, Lending & Loan Servicing) to ensure best practices and compliance

Communicate effectively with external partners to resolve documentation issues

Develop and implement process improvements to enhance efficiency and audit readiness

Contribute to team goal of closing 461 purchase loans annually

Maintain compliance with all investor and regulatory requirements

Qualification

Loan origination systemsCompliance regulationsTechnical SkillsOrganizational skillsProblem-solving skillsCustomer ServiceMicrosoft OfficeAttention to DetailCommunication

Required

Associate's degree in Business, Finance, Accounting, or related field

2+ years of experience in mortgage loan processing, post-closing, or document management

Familiarity with compliance regulations (RESPA, TILA, QM, TRID) and investor delivery requirements

Strong organizational and problem-solving skills; ability to manage multiple priorities

Attention to Detail: Maintains high standards of accuracy and compliance

Communication: Clear and professional in oral and written communication

Customer Service: Highly responsive to internal and external requests; exceeds expectations

Flexibility: Adapts quickly to changing priorities and conditions

Technical Skills: Proficient in Microsoft Office, loan origination systems (Calyx, ICE, MERS), and document tracking tools

Independence: Works effectively with minimal supervision

Availability to work flexible hours, including evenings or weekends, as needed

This is largely a sedentary role

Must be able to occasionally lift objects up to 20 pounds

Company

Homewise Inc.

We offer everything you need to buy a home in New Mexico, all under one roof—from free financial coaching and workshops to real estate services to affordable, fixed-rate mortgages.

Founded in 1986

Santa Fe, New Mexico, USA

51-200 employees