Loan Coordinator
Job Summary The Loan Coordinator will work alongside Account Executives and Brokers in facilitating the loan process. The Loan Coordinator will manage loan documentation and ensure active communication and compliance throughout the loan process. Job Duties Verify and examine information and accuracy of loan application and closing documents. File and maintain loan records. Assemble and compile documents for loan closings. Serve as a point of contact for clients throughout the loan process. Ensure all loan processing activity adhere to industry regulations and guidelines. Monitor transactions and support Account Executives. Competencies Looks for ways to improve and promote quality of work and demonstrates accuracy and thoroughness. Communicates clearly and confidently in writing, speaking, and digital formats, adapting style and tone to suit the audience and purpose. Understands and maintains client needs and relationships, internal and external, as the primary driver of work goals and activities.
Work Environment
Remote: This role is fully remote and performed from the employee’s home or another approved off-site location. The company provides essential equipment such as computer, headset and webcam. A reliable internet connection and a quiet, professional workspace are expected.
Minimum Qualifications
Knowledge of administrative and office procedures and systems such as word processing, managing files and records. Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Experience with Microsoft Suite, including Teams, Outlook, Word, and Excel.
Preferred Qualifications
Experience with Encompass Working knowledge of Mortgage Wholesale Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds. Duties Disclosure The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.