The Set Up Specialist is responsible for preparing a loan file for the processing department. They assist with ordering appraisals, ordering title work, entering and reviewing loan data, organizing the loan file, ordering third party verifications, and following up on orders throughout the process.   The Set Up Specialist works cohesively with sales and Loan Processors providing administrative support and assistance with processing loans.   Essential Duties and Responsibilities: • Provide assistance and support to Loan Processors. • Maintains the set up queue, along with other team members, to ensure that loan files do not sit for more than 48 hours before being picked up and worked on. • Verify loan packages generated from sales for accuracy and borrower signatures. • Organize and label all documents for the loan package in the electronic file. • Ensure that all needed documents are uploaded to the loan file or have been requested (i.e., credit report, income documentation, asset documentation, title work, appraisals). • Orders and follows up on VOE’s, HOI, appraisals, TRV’s, title work, loan payoffs, etc. • Escalates issues when necessary to the Loan Processor or Set Up Manager. • Ensures that the file is ready for processing before rolling it over to the processing queue. • Completes a Set Up Checklist and maintains clear and efficient notes for the Loan Processor. • Stay up to date on Neighborhood Loans and Treadstone Funding policies and procedures.