Create and manage external-facing marketing materials representing the committee.

Oversee branding, logos, and visual identity standards for committee communications.

Lead public announcements and press outreach at industry events.

Represent the committee at AIME events and industry forums.

Coordinate with AIME’s broader marketing team to align committee messaging with organizational brand standards.

Create daily and weekly social media content for Facebook and committee-specific channels.

Manage engagement posts, polls, updates, and value-highlight content.

Coordinate all messaging with the PR & Marketing sub-committee for brand consistency.

Track engagement trends and use data to guide future content strategy.

Amplify member wins, milestones, and committee news across platforms.

Recruit new members and oversee community expansion efforts.

Build and maintain onboarding welcome workflows and communication touchpoints for new members.

Develop partnerships and networking opportunities within the wholesale mortgage industry.

Maintain the membership roster and track member participation and engagement.

Coordinate with Engage & Elevate on outreach campaigns and member recognition moments.

Host webinars, Title Talks, Table Talks, and live educational sessions for processors.

Organize and host recurring Office Hours for member Q&A and peer learning.

Build SOPs, checklists, templates, and resource libraries for processor use.

Ensure all training content is accurate and aligned with current industry best practices.

Collaborate with the Advocate & Advance sub-committee to develop training around regulatory updates.

Develop materials educating loan officers on how to work effectively with a processor.

Produce onboarding content for new broker/LO relationships (e.g., clean file submission standards)

Track and publish summaries of investor, lender, and regulatory updates affecting processors.

Publish compliance alerts, guides, and best practice recommendations.

Establish and promote recommended processing best practices across the AIME community.

Highlight member wins, milestones, anniversaries, and achievements via recognition content.

Create and manage recognition programs, awards, and appreciation initiatives.

Coordinate recognition content with the Social Media sub-committee for publication.

Champion the addition of a Processing category to the Hall of AIME awards program.

Identify tools, tech platforms, and automation opportunities relevant to processors.

Build toolkits, vendor reference lists, and efficiency guides for member use.

Recommend workflow improvements to reduce processor workload and friction.

Collaborate with the Train & Transform sub-committee to deliver training on new technologies.

Evaluate and vet technology vendors before sharing recommendations with the community.

Receive and review the file from the LO; return incomplete files before beginning work.

Notify the broker of any apparent qualifying issues discovered during pre-underwrite review.

Upload the 3.4 file, register and disclose the Loan Estimate and initial disclosures to borrower(s).

Run DU/LP through the lender website using the information on the File Set-Up Sheet.

Review all documents to confirm SSNs, dates of birth, and addresses match the loan application.

Send a welcome letter to the borrower listing all required documents.

Request lender re-disclosures within 48 hours of receiving written Change of Circumstance notification from LO.

Review credit reports and order updates (credit supplements) as required.

Order the appraisal when authorized by the broker; distribute the report to the LO, borrower, and agent.

Request title from the closing attorney listed on the Set-Up Sheet.

Order all third-party items: Condo Questionnaire, payoff, WVOE, and binder.

Review the conditional loan approval and reach out to borrowers and agents with conditions needed.

Review suspended loans with the loan officer and discuss resolution.

Ensure the Initial Closing Disclosure has been requested, reviewed by the LO, and delivered to borrower(s).

Follow up to confirm borrowers sign the Initial Closing Disclosure.

Obtain the final loan approval (Clear to Close).

Coordinate with the lender and closing agents to confirm and schedule closing.

Confirm the closing package has been sent and received; ensure the LO has a copy of the Closing Disclosure.

Provide the closing agent with all required closing items: invoices, insurance binder, payoffs, and updated statements.

Keep all milestones updated in the LOS from loan set-up through closing.

Complete a full loan application; call the borrower to confirm all information if applied online.

Pull and review credit report(s).

Collect all credit-qualifying documents needed to qualify the borrower. Income confirmation is the LO’s responsibility.

Structure the file and identify the best loan program for the borrower’s needs.

Own all income-related items throughout the entire loan process.

Own all rate-related decisions including locking and extending throughout the process.

Run DU/LP to confirm the file is compliant before submitting to the processor.

Call the borrower and review rates, payments, programs, and down payment requirements.

Submit a complete file to the processor using the Loan Submission Template with all notes and documents accessible.

Complete all contact information in the LOS (agents, title, WVOE contacts, HOI, condo).

Send an introduction email to all parties identifying the processor as the primary contact for all paperwork.

Assist the processor when needed to obtain items from the borrower, agents, or title.

Do not schedule a closing or promise a firm closing date without confirming CTC status with the processor.

Review and approve the final Closing Disclosure; escalate any issues directly.

Call the borrower after the final CD is balanced to walk through all closing costs.

Have difficult conversations with borrowers (DTI too high, credit issues, debt payoff requirements, etc.).

Put all Change of Circumstance requests in writing; no changes can be made without written consent.

Own appraisal rebuttals if and when required.

Own any loan restructure required during the process.

Contact the processor before reaching out to the underwriter, account executive, or attorney.