Loan Partner – US Mortgage, Weekend Coverage (Friday to Tuesday)
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Job Description
Loan Coordinator supporting mortgage operations team with documentation and communication tasks. Role requires detail orientation and effective multitasking in a fast-paced environment.
Responsibilities:
- Download appraisals as they arrive, compile all required components (invoice, SSR, appraiser E&O, etc.), upload to the appropriate systems, and email a complete copy of the appraisal report to the team.
- Split title documents and upload them into designated folders, excluding documents providing property tax estimates (as these may not reflect accurate values for new construction loans).
- Accurately tag files in the CRM system for proper tracking and documentation.
- Follow up on stale or inactive pre-approvals to ensure timely updates or closures.
- Facilitate and manage weekly pizza order emails (internal morale initiative).
- Send out Tuesday Updates to clients, agents, and internal team members to keep all parties informed on loan status.
- Process and manage borrower opt-outs from marketing or communication campaigns.
- Assist in preparing and sending loan disclosures as needed.
- Label and stack incoming documents correctly to maintain consistent file organization.
- Perform data verification to ensure all borrower and property information is accurate and up-to-date.
- Add appropriate tags and documentation to ensure compliance and completeness of each file.
Requirements:
- Previous experience in mortgage or loan processing preferred.
- Strong organizational and file management skills.
- Excellent attention to detail and ability to follow through on tasks.
- Proficient with digital file management systems and Microsoft Office Suite.
- Experience with mortgage CRMs and LOS platforms (preferred but not required).
- Excellent written and verbal communication skills.
- Ability to multitask in a fast-paced environment.
Benefits:
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
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