Loan Coordinator

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

📋 Description

• Collaborate with Account Executives and Brokers to streamline the loan process.

• Oversee loan documentation and ensure ongoing communication and compliance throughout the loan journey.

• Assess and validate the accuracy of loan applications and closing documents.

• Organize and maintain loan records systematically.

• Gather and prepare documents necessary for loan closings.

• Act as a primary contact for clients during the loan process.

• Guarantee that loan processing activities comply with industry regulations and standards.

• Track transactions and provide support to Account Executives.

• Communicate effectively and confidently in writing, speaking, and digital formats.

• Prioritize client needs and relationships as key drivers of work.

⛳️ Requirements

• Familiarity with administrative and office procedures and systems, including word processing and file management.

• Understanding of principles and processes for delivering customer and personal services, including assessing customer needs, meeting quality standards, and evaluating satisfaction.

• Proficiency in Microsoft Suite, including Teams, Outlook, Word, and Excel.

• Access to a reliable internet connection.

• A quiet and professional workspace.

• Capability to communicate through phone calls, emails, and ticketing systems.

• Ability to sit for extended periods and work on a computer.

• Capacity to occasionally lift and/or move up to 15 pounds.

• Preferred: Experience with Encompass.

• Preferred: Familiarity with Mortgage Wholesale.

🏝️ Benefits

• Fully remote work from the employee’s home or another approved off-site location.

• Company-supplied essential equipment, including a computer, headset, and webcam.

• Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.