Job Description

Key responsibilities

• Receive and review initial construction packages.
• Ensure required documentation is obtained for each draw request.
• Work directly with clients to resolve complex documentation or funding issues.
• For each draw, collect and assess inspection/progress photos; reconcile percent complete to funded-to-date and remaining to complete.
• Calculate eligible advances for each construction draw.
• Monitor and escalate documentation gaps and exceptions to the PM and RM, as applicable.
• Partner with associates (PMs, RMs, Operations) and clients’ funding teams to resolve documentation gaps and timing issues.
• Contribute to procedure updates and control enhancements focused on accuracy, turnaround time, and risk containment.

Qualifications

• 3+ years in mortgage warehouse lending and/or related industry experience (e.g., construction draw administration or mortgage operations with draw funding responsibilities); title/closing or loan administration experience preferred.
• Skilled in reviewing 1003s, appraisals, closing disclosures, draw requests, inspections, and CO/Completion documentation.
• Ability to validate inspection percent complete, reconcile to funded-to-date, and apply FHB advance limits.
• Strong documentation review and reconciliation skills; high accuracy in calculations and recordkeeping.
• Proficiency with warehouse/LOS platforms and Excel for tracking, reconciliations, and reporting.
• Clear written and verbal communication with internal associates and clients; able to manage volume and deadlines.
• Bachelor’s degree preferred.

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