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LENDING MANAGER EXPERIENCE DOCUMENTATION QUALIFYING POINTS FORM (Utah DRE)

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LENDING MANAGER EXPERIENCE DOCUMENTATION
QUALIFYING POINTS FORM
State of Utah
Department of Commerce
Division of Real Estate
Complete, sign, notarize, and submit this form along with the Lending Manager Employer Verification Form , the
Mortgage Lending Pipeline, and the Loan Manager/Supervisor Experience Form, if applicable, as part of your
Lending Manager experience documentation.
Incomplete forms will be denied
.
Applicants Full Name: NMLS ID:
CHOOSE ONLY ONE OF THE FOLLOWING OPTIONS:
Within the past five years, provide evidence of three years active full time licensed
lending experience and a minimum of 45 first lien residential mortgages.
Within the past five years, provide evidence of a minimum o
f two years active full time
licensed lending experience with 30 closed loans and additional non-concurrent *equivalency
experience. 30 points max must be from originating first lien residential mortgages; Table I. 15
points max must be from equivalency experience; Table II. (Option 2 requires a total of 4.5 yrs experience)
*Equivalency experience requires 30 months of documented experience working as the following. Mortgage loan underwriter,
Mortgage loan manager, Mortgage loan processor, certified mortgage pre-licensing instructor, registered second-lien residential loan
originator, or Mortgage Jr. Loan officer/Loan assistant. .
: Within the past twelve years, provide evidence of ten years of loan
management/supervision over no less than five licensed/registered loan originators and
applicant’s personal origination of at least 15 first lien residential mortgages within the past five
years. (Document management experience on Page 3)
I hereby certify that the information provided with this application, including the attached verification form and lending pipeline log, is true
and correct. I attest that I have read and will comply with all Utah statutes and rules governing mortgage practice.
Applicant Signature Date
State of County of , _____________________________________
(Applicants Name)
Affirmed before me on this Day of 20 and proven to me, with satisfactory evidence,
to be the person who appeared before me.
(Notary Signature and Stamp)
Rev. 5/23
/2018
Page 1
Table I – max 30 points must be accumulated from first lien residential mortgage loans originated
during the 2 years of non –concurrent loan origination experience.
Points
Verify closed loans on Mort. Lending Pipeline & Employer verification forms (1 Pt/transaction) Max 30 points
30
Table II – max 15 points must be accumulated from equivalency experience. This experience cannot run
concurrent to the 2 years of loan origination experience listed in Table I:
Equivalency Experience
# of Months
Mortgage Loan Processor X .5 pt =
Mortgage Loan Underwriter X .5 pt =
Mortgage Loan Manager X .5 pt =
Certified Mortgage Pre-Licensing Instructor X .5 pt =
Second lien residential mortgage loan origination X .5 pt =
Mortgage Jr. Loan Officer/Loan Assistant X .5 pt =
Max 15 points
15
TOTAL POINTS ACCUMULATED (Max of 45 points
total)
45
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LENDING MANAGER EMPLOYER VERIFICATION FORM
COMPLETE THIS FORM FOR ALL THREE OPTIONS
State of Utah
Department of Commerce
Division of Real Estate
For each company associated with your qualifying experience you must: obtain (notarized) signature of a current direct supervisor,
manager, or human resource representative, and submit to the Utah Division of Real Estate. Make additional copies for each
previous employer as necessary.
Applicant: NMLS #:
Physical Address: City: _ State: Zip:
Mailing Address: City: State: Zip:
Phone: Email:
Supervisor or human resource representative
Title
Company Name_ NMLS #
Address: City: State: Zip:
Main Office Phone: Fax:
I, , the undersigned, do verify that _,
Company Representative Applicant
Who is an applicant for a Lending Manager license, has been working in the following capacity during the period of time indicated:
Indicate on the table below only the experience for: or (Applicant select only ONE Option)
Option 1 & 2 Experience
From Date:
To Date:
Mortgage loan originator
Option 2 Equivalency Experience
From Date:
To Date:
Mortgage loan processor
Mortgage loan underwriter
Mortgage loan manager/supervisor
Certified mortgage pre-licensing instructor
Second lien Residential Mortgage Loan Originator
Mortgage Jr. Loan Officer/Loan Assistant
During that time the applicant worked an average of hours per week.
While affiliated with this company, the applicant closed transactions, representing a dollar volume of $_ .
While affiliated with this company the applicant devoted the following percentage of time in originating first lien residential mortgage
loans (secondary loans do not satisfy the qualifying experience requirement) %
I ( ) would ( ) would not recommend the applicant as a lending manager for the State of Utah.
Comments:
Company Representative Signature Date
I hereby certify that the above information I provided is true and correct.
State of County of Appeared before me this day of
, 20 , , and proven to me, with
(
Company Rep)
satisfactory evidence, to be the person who appeared before me.
(Notary signature and stamp)
Rev 5/23/2018 Page 2
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Loan Manager/Supervisor Experience Documentation
Option 3
(only) - Use this form to document experience.
Make additional copies for each entity if needed.
State of Utah
Department of Commerce
Division of Real Estate
I, (full name) _, certify that I served in the capacity of a loan manager/supervisor over
loan originators, providing those I supervised with direct instruction and supervision in loan compliance, oversight, and
completeness. The following details the location, time frame, number of originators, and at least five originators that I
supervised during this time period:
I served as the loan manager/supervisor for NMLS# ,
a non‐depository institution /depository
institution. (circle one)
From to _. My title was: I supervised originators
month/year month/year (number)
I personally and directly supervised the following first lien residential mortgage loan originators throughout
10 of the
past 12 years (at a minimum, you must of supervised no less than five individuals at one time):
NMLS #
Contact Phone #
From Date: (mo/yr)
To Date: (mo/yr)
Signature of applicant Date of Application
Rev. 5/23/2018
160 East 300 South, PO Box 146711, Salt Lake City, UT 84114-6711
Telephone (801) 530-6747 • Facsimile (801) 526-4387 • Internet: www.realestate.utah.gov
Page 3
Borrower Name
Property Address
City, State, Zip
Phone Number
Loan Amount
Closing Date
The information shown above is a true and accurate representation of the transactions wherein the applicant acted as a mortgage loan
originator. The transaction files are maintained at the office. I am aware that the experience is subject to Division audit. Any misrepresentation is
subject to disciplinary action.
Applicant Name: Entity Name:
Applicant Signature: Supervisor/Human Resource Representative Signature:
Date:
Date:
Rev. 5/23/2018
MORTGAGE LENDING PIPELINE
Provide this information for all three qualifying options
Make additional copies as necessary or provide all information on your own form.
160 East 300 South, PO Box 146711, Salt Lake City, UT 84114-6711
Telephone (801) 530-6747 • Facsimile (801) 526-4387 • Internet: www.realestate.utah.gov
State of Utah
Department of Commerce
Division of Real Estate
Page
4
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LENDING MANAGER EXPERIENCE DOCUMENTATION QUALIFYING POINTS FORM (Utah DRE)

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Completed 14 February 2021

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