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I need an experienced mortgage-process professional who can step straight into two critical areas of my workflow: • Application review – sometimes a full file from end-to-end, at other times just the sections that need a second set of eyes. • Document verification – confirming the accuracy and completeness of income statements, credit reports, and property details before the file moves to underwriting. Turnaround must be quick, accuracy non-negotiable, and all notes logged clearly inside our LOS (Encompass) and CRM so the rest of the team can follow the audit trail. If you already work comfortably with VOE/VOI procedures, DU/LP findings, and standard compliance checklists, you’ll fit right in. Deliverables for every loan file: 1. A marked-up application (PDF or LOS notes) highlighting any missing or inconsistent data. 2. A verification report confirming each required document has been cross-checked and cleared, or listing outstanding items with precise follow-up actions. Success is a clean, underwriter-ready file that passes quality control on the first submission. If you can consistently achieve that, let’s get started.
Project ID: 40528856
7 proposals
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Active 20 hours ago
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7 freelancers are bidding on average ₹986 INR/hour for this job

Hello, I am Ritik Pandey, a finance professional with experience in banking, financial advisory, loan processing, and Chartered Accountant support services. I help businesses, startups, SMEs, professionals, and individuals with funding solutions, financial documentation, compliance, and business advisory services. My Expertise ✅ Working Capital Loans (CC/OD) ✅ Business Loans & SME Funding ✅ Loan Against Property (LAP) ✅ Home Loans & Personal Loans ✅ CMA Data & Project Report Preparation ✅ Financial Statement Analysis ✅ GST Registration & Return Filing ✅ Income Tax Return Filing ✅ ROC Compliance & Company Registration Support ✅ MSME, IEC & Business Registrations ✅ Bank Loan Documentation & Eligibility Assessment Why Choose Me? ✔ Strong understanding of banking and lending processes ✔ Experience working with SMEs, traders, professionals, and startups ✔ Quick turnaround and professional communication ✔ End-to-end support from documentation to execution ✔ Focus on accuracy, compliance, and client satisfaction Whether you need assistance with business funding, tax compliance, financial reporting, or regulatory documentation, I am committed to delivering reliable and professional solutions. ? Ritik Pandey Financial & Banking Consultant Prayag Financial Advisory ? +91 8851650377
₹1,000 INR in 40 days
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Hello, I would be pleased to support your mortgage operations by providing accurate and timely application reviews and document verification services. I understand the importance of delivering underwriter-ready files and maintaining a clear audit trail throughout the process. I have extensive experience reviewing complex documentation, ensuring data accuracy, and following structured workflows with a strong focus on quality and compliance. I am comfortable working with mortgage documentation, including income verification, credit reports, property information, VOE/VOI procedures, DU/LP findings, and standard compliance requirements. For each file, I will carefully review the application to identify missing information, inconsistencies, or potential issues and document my findings through marked-up PDFs or detailed LOS notes. I will also provide a verification report confirming that all required documents have been cross-checked and cleared, or clearly outline any outstanding conditions and recommended follow-up actions. I understand the importance of fast turnaround times, meticulous record-keeping, and maintaining transparency within Encompass and CRM systems so that all stakeholders can easily track progress and decisions. My goal is simple: to consistently deliver complete, accurate, and quality-controlled files that pass underwriting review on the first submission. I look forward to contributing to your team's efficiency and success. Best regards, Kenneth Soh
₹1,000 INR in 40 days
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I understand that you require a dependable mortgage-processing professional to support application reviews and document verification while maintaining high standards of accuracy, compliance, and timely delivery. With experience in compliance verification, document review, financial analysis, and audit-based processes, I can assist with both complete mortgage file reviews and targeted assessments of specific sections requiring additional scrutiny. My services include verification of supporting documents, validation of key financial information, review of credit and income details, and identification of outstanding conditions or discrepancies. I am familiar with mortgage-processing workflows, quality-control procedures, and maintaining accurate records within loan origination and CRM systems. For every file reviewed, I will provide clear documentation of findings, highlight missing or inconsistent information, and recommend corrective actions to help create an underwriter-ready package. My objective is to deliver clean, compliant, and thoroughly reviewed loan files that reduce underwriting delays and improve approval efficiency. I am available to begin immediately and would welcome the opportunity to discuss your workflow and review requirements. Advocate Rahul Kumar Compliance & Documentation Professional Legal, Audit & Verification Consultant Mobile: 7011227552
₹1,200 INR in 40 days
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i am proffesional advocate from bar council of gujarat i have 3 years experiance in mortgage-process professional in few banks and also known chain of title report so if you give me work further discuss their
₹800 INR in 40 days
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Hello, I have 10 years of hands-on experience in the U.S. mortgage industry and currently work with Encompass LOS on a daily basis. My expertise includes: Complete loan file review Income calculation (Salaried, Self-Employed, Rental, Retirement, SSI, OT/Bonus, Part-time, etc.) Document verification Credit report review DU/LP findings analysis FNMA, Freddie Mac, and Non-QM loan review VOE/VOI and compliance review Preparing clean, underwriter-ready loan files Clear and detailed LOS notes for the processing and underwriting team I am detail-oriented, maintain high accuracy, and can provide quick turnaround while ensuring every file is thoroughly reviewed before submission. I am available to start immediately and would be glad to discuss your workflow. Looking forward to working with you. Regards, Pawan Verma
₹1,100 INR in 40 days
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Hello, I am interested in supporting your mortgage workflow and believe my experience aligns well with your requirements. I have 1.7 years of experience as a Mortgage Data Verification Analyst, specializing in reviewing and validating U.S. mortgage loan files with accuracy and attention to detail. My experience includes reviewing Form 1003, 1004, 1008, 1040, 1065, 1120, bank statements, credit reports, Loan Estimates, Closing Disclosures, purchase contracts, homeowners insurance documents, and employment verification records. I have processed over 2,000 mortgage documents while maintaining high quality and compliance standards. I am experienced in identifying missing or inconsistent information, verifying document accuracy, and preparing loan files for the next stage of processing. Although I have not worked with Encompass, I currently use the Ocrolus mortgage platform and adapt quickly to new systems and workflows. I am reliable, detail-oriented, and committed to delivering accurate, underwriter-ready files with clear communication and quick turnaround. I would appreciate the opportunity to contribute to your team and build a long-term working relationship. Thank you for your time and consideration. Best regards, Md Anas Ahmad
₹800 INR in 30 days
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Tiruvannamalai, India
Member since Jan 8, 2022
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