Loan Coordinator
1 month ago
MUST HAVE MORTGAGE EXPERIENCE
You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates are able to focus effectively on their primary responsibilities.
Encompass experience is a plus
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 NotesComplete "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, etcSend 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 reviewSend client needs list after the Preapproval team completes their reviewObtain correct EOI, VOE's, and HOA docs when requested from LOA/ProcessorEnsure that EOI and other documents are correct at the time of funding to avoid funding delaysMaintain 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 ExpertiseMortgage industry experience is requiredEncompass experience is a plusMust have experience with order outs and calling third parties Familiar with using office applicationsProficient communication skillsGreat personalityFinance and accounting experience is a plus-
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