• Intake Processor

    Job Locations US-CA-San Diego
    Job ID
    Job Type
    Regular Full-Time
    Single Family Mortgage
  • Description:

    BofI Federal Bank is one of the fastest growing banks in the nation. We are publicly traded (NASDAQ: BOFI), FDIC insured, Equal Housing Lender.


    We rely on our employees’ collaborative creativity, intelligence, curiosity and innovation. We’re tech-savvy problem-solvers who are competitive and hungry for success.


    The TPO Intake Processor will open and initiate the processing of new mortgage applications, verify compliance in the initial stages of the file, open service orders, and ensure excellent customer service is provided throughout the loan process.


    Essential Duties and Responsibilities:

    • Review initial checklist for any missing items and set up loan contacts
    • Generate and review initial disclosures to ensure compliance guidelines are met and fees are accurate
    • Initiate service orders such as appraisals, prelims, 4506T verifications, VOEs, etc.
    • Collect and image supporting documentation when needed
    • Assist and inform Brokers/Correspondents/Borrowers through the loan process when needed
    • Other duties assigned to include cross training within other departments

    Key Skill Sets or Knowledge Requirements:

    • Experience with service ordering
    • Excellent organizational skills
    • Attention to detail is a must, along with a keen eye for identifying problems on a loan
    • Advanced written and verbal communication skills
    • Strong math skills and computer literacy
    • Ability to work in a team environment
    • Able to work under pressure, multi-task, and meet deadlines in a fast paced environment
    • Willingness to perform multiple functions throughout the day as the need arises

    Desired Career Experience & Education Requirements:

    • High school diploma


    • Current lending experience and/or knowledge

    Job Functions and Work Environment:


    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



    Equal Employment Opportunity:


    BofI Federal Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.


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