Mortgage Account Liaison

Mortgage Account Liaison 

Duties require performing a wide range of duties related to customer service and pipeline management for Correspondent lenders as it pertains to clearing loan conditions rendered by underwriting and to ensure credit guidelines are met. These duties are both file specific and business to business level in nature. Proactively communicate to both internal & external clients as well as serving as a resource to underwriting and funding questions & loan scenarios.


  •  Act as primary point of contact for all correspondent loan transactions.
  •  Work with underwriting and purchasing department to collect information needed from correspondent and help to expedite the underwriting/purchasing process.
  •  Interact with lenders to assist understanding with respect to loan policy practices and laws and how they can impact a Correspondent mortgage loan funding.
  •  Utilize systems in place, including automated underwriting to ensure credit guidelines are met.
  • Manage expected service level related to condition clearing.
  •  Review and manage pipeline to ensure maximum pull through rate.
  •  Serve as main communication point as it pertains to loan status, loan scenarios and credit guideline criteria.
  • Provide support to underwriting, and funding and Sales team.
  •  Provide loan updates as needed to correspondent lender on files in underwriting or files being reviewed for purchase.
  •  Set loans up for purchase in the system and stage appropriately, prepare purchase advice once docs are fully approved and loan has been funded.
  •  Serve as an intermediary for loan issues with Sales, Correspondent clients and other related departments.


Must have a High School diploma or GED equivalent.
Two-year Associates degree preferred.
Knowledge of conventional underwriting guidelines.
Three to five years or more mortgage lending experience in processing.
 Knowledge of the complete mortgage lending process. (TRID)
 Knowledge of federal lending regulations governing real estate lending.
 Must have excellent verbal and written communication skills.
 In-depth understanding of the computer loan application system(s).
 Must be familiar with and experienced in MS Office based applications.
 Clean Drug test and background screens required

Please apply directly to this posting or contact our office 704-548-8060

Adecco provides one of the most comprehensive benefits packages in the industry to our associates.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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Reference number US_EN_99_020026_518790