Loan Coordinator

5 days ago


Manila, National Capital Region, Philippines NightOwl Consulting Philippines, Inc Full time
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
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