United Shore

  • Review Specialist

    Business Unit
    United Shore

    Review all incoming closed correspondent loan packages to ensure completeness, accuracy, and adherence to purchase standards. Set up loans for Servicing. 


    • Complete Post Closing Audit checklist to verify loan documents are complete and accurate
    • Verify data is consistent between final closing documents and LOS
    • Identify and record purchase loan conditions in LOS
    • Set up loans for Servicing in LOS
    • Prepare and approve correspondent purchase advice
    • Work with correspondents and internal resolution teams to get any necessary corrections to all closing and collateral documents
    • Respond to email and phone inquiry from correspondents on the status of their loans
    • Maintain post-closing and purchase SLAs
    • Utilize LOS and various IT tools to create and maintain necessary reporting


    • Education: High School Diploma, college preferred but not required
    • Experience: 2 years mortgage industry experience required (closing, funding, post-closing preferred). 
    • Must know mortgage closing documents

    • Must have excellent communication skills to effectively communicate with both internal and external partners
    • Good organization skills and the ability to prioritize independently
    • Excellent learning skills and ability to adjust to changes
    • The ability to multi-task and be flexible to help others when needed
    • Possess excellent client service skills, conflict resolution and creative thinking
    • Excited and passionate about company's goal of world class client service
    • A superior attention to detail even when faced with a deadline
    • To be task driven and self-motivated
    • How to MAKE THINGS HAPPEN and have fun!


    United Shore is a diverse group of over 3,000 mortgage experts, sales superstars, tech gurus, marketing whizzes and more. We’re a $40 billion and growing, family owned and operated company that still feels like family. Our award-winning workplace is home to the #1 wholesale mortgage lender in the nation, United Wholesale Mortgage. And we believe in setting our team members up for success by creating a unique, energetic culture where you can be yourself and still reach your professional goals.


    Here are some of the reasons you’ll love working here:

    • Free fruit, soft drinks and coffee
    • Gourmet cafeteria featuring homemade breakfast, lunch and a stationary food truck featuring $1 sliders
    • Wellness area including an in-house primary-care doctor’s office, full-time massage therapist and hair salon
    • Large, state-of-the-art fitness center with a full-size basketball court, outdoor sand volleyball court, plus Zumba and yoga classes
    • Convenience store featuring grab-and-go snacks
    • In-house Starbucks and indoor/outdoor café with Wi-Fi
    • Escape room for team-building activities
    • Indoor/outdoor putting greens


    All the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job related instructions as requested by their supervisor, subject to reasonable accommodations. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. United Shore Financial Services is an Equal Opportunity/Affirmative Action Employer.


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