Loan Coordinator
5 days ago
• 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.
- Order out experience required
- Encompass experience preferred.
- Familiar in using office applications
- Proficient communication skills
- Great personality
- Finance and accounting experience is a plus
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