Coordinator Associate

This is a fully remote position, open to applicants in India.

📋 Description

• Act as the main point of contact for borrowers during the loan process through phone, email, voicemail, and SMS/chat — maintaining an average of 60–80 outbound calls daily.

• Proactively oversee a pipeline in a prompt and precise manner — conducting check-in calls with borrowers, following up on outstanding items, and ensuring notes, file statuses, and tasks are always up-to-date in the internal system, Tinman.

• Manage borrower outreach for suspensions and missing documentation — clearly communicate requirements, set expectations, and resolve any blockers and quality control conditions that are ready for closing.

• Comprehend loan applications, automated underwriting systems (DU/LPA), and credit, income, and asset documents; adequately prepare loans for the initial underwriting review.

• Collaborate with internal teams such as Title, HOA, and Homeowners Insurance to expedite required documents for loan processing; proactively escalate internal and third-party delays.

• Work with Loan Consultants and Coordinators to ascertain file status, manage lock extensions, and support the Loan Coordinator throughout the loan process.

• Identify discrepancies in the internal system, pipeline issues, or escalation needs and notify the assigned Coordinator or Team Lead proactively; consistently adhere to corporate policies and regulatory requirements.

• Show initiative in identifying process improvements and enhancing the borrower experience; collaborate with the team and remain receptive to coaching, feedback, and mentoring.

⛳️ Requirements

• Previous experience in real estate, mortgage, and/or insurance is required; a minimum of 2–3 years is preferred.

• Strong verbal and written communication skills in English — crucial for daily interactions with borrowers, lenders, and internal teams.

• Skilled in document analysis with a keen attention to detail; highly focused and detail-oriented.

• Capability to multitask and prioritize competing demands with tight deadlines in a fast-paced environment.

• Possess problem-solving and critical thinking skills with the initiative to propose ideas for process and technology enhancements.

• A team player who is passionate about assisting teammates and providing the best possible experience for customers.

• Open to coaching, feedback, and mentoring.

• Willingness to perform repetitive job tasks with the long-term goal of becoming a subject matter expert and/or the potential for lateral or upward job movement.

🏝️ Benefits

• Health insurance

• Flexible working hours

• Professional development opportunities