Univest · 3 hours ago
Mortgage Loan Opener
Souderton, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$18/hr - $23/hr
12+ years expUnivest is seeking a Mortgage Loan Opener to help move home loans forward by coordinating key third-party services and ensuring accuracy. The role is focused on delivering excellent service in a fast-paced environment while managing various responsibilities related to mortgage operations.
BankingFinanceFinancial Services
Responsibilities
Order the required third-party services on each loan file such as appraisals, title obligations, social security verifications, and IRS tax transcripts
Follow up with title companies to ensure receipt of title requests
Monitor title request status to ensure requests are obtained by Univest in a timely manner
When required, communicate with title companies when updates/changes are needed
Regularly communicate title request status with internal team (opening, processing, closing)
Review title for accuracy and required information
Ensure Timely And Free Processing Of Mortgage Loan Openings (in Compliance With All Applicable Laws, Regulations, And Corporate Policies And Procedures) Upon Receiving Application Including
Upload signed initial disclosure documents received back from loan applicants
Check loan applicants and all interested parties to each loan file against exclusionary lists (LDP/GSA)
Obtain third-party verifications of borrowers’ employers
Order CAIVRS and FHA case numbers for all FHA loans
Process appraisal fees received via auto debit, check, or credit card daily
Pull and manage multiple weekly service reports for services not ordered and services ordered but not received. Follow up with vendors on orders not received
Facilitate communications between service providers, home loan consultants, and mortgage processors
Accountable for compliance with laws and regulations that apply to this position including Univest Code of Conduct
Ensure E-SIGN consent is obtained
Prepare initial disclosure package in accordance with TRID regulations verifying the accuracy of the fees disclosed
Obtain the Certificate of Eligibility for borrowers on VA loans
Issue initial disclosure package to borrowers via Encompass
Verify the subject property address on all loans via USPS.Com
Facilitate communications between service providers, home loan consultants, and mortgage processors
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent and 12 or more years of experience with mortgage operations – Knowledge of initial disclosures a plus
Ability to work in a fast-paced environment while managing multiple tasks and deadlines
Well organized, detail-oriented, and conscientious; metric and deadline focused
Must demonstrate good judgment, the ability to work and resolve problems, and the ability to work freely
Knowledge of real estate lending practices including federal and state regulations
Knowledge of MS Office Suite; knowledge of Encompass a plus
Motivated professional who strives to exceed customer (internal and external) expectations
Benefits
Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
Paid Time Off (PTO): 15 days annually (prorated your first year)
Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
Holiday Time Off: 11 paid holidays
We offer company paid life insurance: as well as other supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings
Company
Univest
Univest is a regional bank that provides financial solutions for individuals, businesses, municipalities and nonprofit organizations.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2025-11-06Post Ipo Debt· $50M
2022-11-07Post Ipo Debt· $50M
2000-01-14IPO
Leadership Team
Eric W. Conner
Chief Information Officer (EVP), Chief Technology Officer (EVP), e-Commerce Director (VP / SVP)
Brian Richardson
Chief Financial Officer
Recent News
Univest Financial Corporation
2025-11-07
Univest Financial Corporation
2025-10-09
Univest Financial Corporation
2025-07-24
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