Performance Training for Senior Processors

What will you gain?

The ASCEND™ Program takes a Senior Processor to the next level in their career with training that covers advanced conventional mortgage loan knowledge and world-class underwriting skills – everything a mortgage operations veteran needs to become a Junior Underwriter.

This program provides organizations with a training partner dedicated to career development within the mortgage industry. As a result of ASCEND™, operations professionals will be skilled, productive, and market-ready to transition to a new role as a Junior Underwriter for conventional refinance and purchase loans quickly.

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White And Blue Modern Programmer Linkedin Profile Picture (9)

What’s included?

The ASCEND™ Program is a comprehensive online, self-paced training program that includes full-time instructor support. The program fast-tracks experienced loan processors into a highly trained junior underwriting professional quickly.

Upon completion of  ASCEND™, a new Junior Underwriter will be able to:

  • Execute a framework for properly reviewing and underwriting a file
  • Review and analyze the overall borrower’s profile
  • Review and analyze key documents in the loan file
  • Accurately clear the file for final approval 
  • Review and analyze advanced credit and income profiles 
  • Review and analyze key documents in a purchase transaction
  • Review and analyze the overall property risk 
  • Underwrite conventional refinance and purchase loans 
  • Practice skills to verify borrowers’ eligibility
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Program Agenda

To successfully complete the program, students are required to accurately underwrite two full loan files. The program also provides a full communication plan for managers and students that includes regular progress updates via email. 

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COURSE I.

MASTERING THE PROCESS

Execute a framework for properly reviewing and underwriting a file

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COURSE II.

MASTERING THE CREDIT RISK ANALYSIS

Review and analyze the borrower’s profile 

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COURSE III.

MASTERING THE DOCUMENTS

Review and analyze key documents in the loan file.

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COURSE IV.

MASTERING THE CLEAR TO CLOSE

Accurately clear the file for final approval 

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COURSE V.

ADVANCED CREDIT RISK ANALYSIS

Advanced review and analysis of specific credit and income profiles

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COURSE VI.

ADVANCED DOCUMENTS

Review and analyze key documents in a purchase transaction

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COURSE VII.

ADVANCED COLLATERAL ANALYSIS

Advanced review and analysis of the overall property risk

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Are You Ready To Get Started?