Loan Coordinator - US Mortgage

About this role

MUST HAVE US MORTGAGE EXPERIENCE.Order out experience required and encompass experience preferred.You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.

Key Responsibilities

• Track Lead Notes received from LO (Loan Officer)

• Monitor incoming “App Submitted” emails, and set up the Encompass files to align with LO Lead Notes

• Complete “File Set-up” review when App & Docs are received from the client

Includes ordering credit, organizing docs in Encompass, correcting obvious errors on the client app, etc

• Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.

• Run DU/LP and Order appraisals when needed (if no PIW/ACE)

• Send client needs list after initial file review

• Send client needs list after the Preapproval team completes their review

• Obtain correct EOI, VOE’s, and HOA docs when requested from LOA/Processor

• Ensure that EOI and other documents are correct at the time of funding to avoid funding delays

• Maintain a tracker of all files on their desk, including what is outstanding on each file, to ensure that no file slips through the cracks.

Skills, Knowledge and Expertise

• Order out experience required

• Encompass experience preferred.

• Familiar in using office applications

• Proficient communication skills

• Great personality

• Finance and accounting experience is a plus

Benefits

• Above market salary

• HMO for principal and two dependents

• Government-mandated benefits

• Performance-based Incentives

• Quarterly Company Events

• In-depth training for career growth

• Great Company Culture and HR experience

• 1,000 PHP De Minimis

• Equipment and software provided

Originally posted on Himalayas