▷ [Immediate Start] Associate - WHL-INITL CD_WHL-INITL CD

Department

Wholesale - Initial CD

Job posted on

Oct 16, 2025

Employment type

Full Time

About Us

Moder, formerly known as Archwell Operations, is a part of Archwell Holdings founded in 2017. We are a tech forward outsourcing company specializing in supporting the US Mortgage, Insurance, and Banking industries. We specialize in end-to-end component-based outsourcing, managing one-off projects to become an extension of the customer service or operations team. Our team is built on industry expertise and provides the traction clients need to grow their company.

Equipped with diverse tools, platforms, solutions, and services we strive to work towards our mission to positively impact the financial health of companies by powering in-house processes using top talent, workflow best practices, and progressive technology.

Link -

Job Overview :

The workup of the loan prior to submitting the loan to underwriting is an integral part of the processing cycle, primary responsibility for ensuring all the number is worked up correctly and disclose the CD in order for the underwriter to final approve the loan.

Job Roles and Responsibilities :

• Setup Anticipated Closing Date, Disbursement Date & First Payment Date.
• Set-up Escrow in Lakewood from Tax Certificate.
• Set-up Hazard Insurance based on Declaration Page / prior policy.
• Pull Payoff and update on CLAW.
• Update Title Fees and Payee Names on Lakewood from Title Fee Sheet.
• Update Refinance and Escrow Credit Transfer.
• Update TRID Contacts (Settlement Agent / Lender).
• Review and cure Tolerance as applicable.
• Run FHA Refinance authorization – Only on FHA Loans.
• Loan amount is set per guidelines.
• Cash to Close to be setup based on loan product / LO comments.
• Update non-borrowing spouse details for Spousal states and as applicable.
• Automated Compliance Review.
• Disclose Initial CD to all Parties.
• Update & complete all initial Tracking items.
• Maintain regular and punctual attendance.

Qualification & Experience

Educational qualification and years of experience required in any specific domain / skill for the role :