Loan Coordinator

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

📋 Description

• Review incoming documentation

• Process order-outs

• Serve as a versatile team player to enable colleagues to concentrate effectively on their core duties

• Track Lead Notes received from the Loan Officer (LO)

• Oversee incoming “App Submitted” emails, and establish the Encompass files to correspond with LO Lead Notes

• Conduct “File Set-up” assessments upon receipt of applications and documents from clients

• Responsibilities include ordering credit, organizing documents in Encompass, and rectifying apparent errors in the client application

• Forward files to the Pre-Approval team once sufficient documentation is available for their review

• Execute DU/LP and order appraisals as required (if no PIW/ACE)

• Provide a client needs list following the initial file assessment

• Acquire accurate EOI, VOE’s, and HOA documents when requested by the Loan Officer Assistant (LOA) or Processor

• Confirm that EOI and other documents are accurate prior to funding to prevent delays

• Maintain a tracker for all files in progress, detailing outstanding items for each file to ensure none are overlooked.

⛳️ Requirements

• MUST HAVE US MORTGAGE EXPERIENCE.

• Experience with order outs is required; familiarity with Encompass is preferred.

• Proficiency in using office applications

• Strong communication skills

• Positive demeanor

• Background in finance and accounting is advantageous

🏝️ Benefits

• Competitive salary above market standards

• Health Maintenance Organization (HMO) coverage for the employee and two dependents

• Government-mandated benefits

• Performance-based incentives

• Quarterly company events

• Comprehensive training for professional development

• Positive company culture and HR experience

• 1,000 PHP De Minimis

• Provision of necessary equipment and software