Mortgage Production Coordinator

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

📋 Description

• Deliver exceptional service to mortgage clients and prospects both in-person and via telephone.

• Address client inquiries and resolve any issues they may encounter.

• Serve as a primary point of contact following the initial loan decision and establish expectations for the application timeline.

• Update clients on the progress of their applications and closing timelines.

• Inform clients about necessary conditions and documentation required.

• Gather supporting documentation based on underwriting conditions and AUS requirements, then upload it to the eFolder.

• Regularly meet with the Mortgage Advisor to oversee and review the mortgage pipeline.

• Provide updates on statistics as necessary.

• Handle client escalations in collaboration with the Mortgage Advisor.

• Review Closing Disclosures with the Mortgage Advisor and client to ensure that fees and cash align with the client commitment.

• Examine files for completeness of applications and required supporting documentation.

• Escalate any file requirements to the Mortgage Advisor or Mortgage Processing Manager.

• Monitor Regulation B timelines and ensure that necessary notices, underwriting returns, and incomplete-file closures are managed correctly.

• Guarantee that files are processed in accordance with Regulation B requirements and in a timely manner.

• Address clients' business and personal financial needs, referring them to Trust, Investments, Insurance, Treasury Management, and other specialized areas as needed.

• Support team members as required and carry out additional assigned tasks.

⛳️ Requirements

• High School Diploma or Equivalent required.

• A minimum of 10 years of experience in financial services and/or mortgage lending.

• A college degree is preferred.

• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or similar software.

• Familiarity with federal banking regulations and compliance requirements.

• Knowledge of Fannie Mae, Freddie Mac, FHA, USDA, VA, and Jumbo loan underwriting guidelines.

• Comprehensive understanding of bank products and services.

• Outstanding interpersonal, verbal, and written communication skills.

• Strong organizational and time management abilities with a keen attention to detail.

• Familiarity with loan documentation processes and procedures.

• Capability to thrive in a fast-paced environment and perform accurately under pressure.

• Ability to juggle competing priorities and meet tight deadlines.

• Excellent client service capabilities.

• Demonstrated tact and diplomacy when interacting with clients and team members.

• May require successful NMLS registration and the issuance of a unique identification number within a specified timeframe after employment, including a nationwide fingerprint check.

• Physical capability to perform listed activities, including prolonged periods of sitting and standing, manual dexterity, repetitive motions, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.

🏝️ Benefits

• Equal Opportunity Employer dedicated to promoting an inclusive work environment.