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  • The primary focus of the position is to manage the operational and loan processing duties of the Sales Office

  • Tasks include managing the loan process, including collecting additional documents in order to insure timely closing of loans

  • Analyzing financial statements, production reports, tax returns, and credit documentation for accuracy and compliance for investor guidelines

  • Gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from pre-approval to closing.

  • Provides support and effective communication to Loan Officers

  • Serve as a liaison for the loan center and the customer

  • Ensure all required documentation is present to schedule closing

  • Develop and maintain communication between loan officer, client and processors to assist timely processing and closing of loan file.

  • Support mailings and other marketing projects

  • Identify credit per loan officer requests

You Will Learn:

  • A thorough understanding of loan program requirements, processing and closing knowledge/experience

  • Ability to analyze and communicate complex loan products

  • Demonstrate self-motivational skills and the ability to work in a high pressure, high volume production-oriented environment while meeting deadlines.

  • Possess excellent written and verbal communication skills.


  • Minimum 1 year loan coordinating experience

  • Must be proficient in Encompass

  • Understands and comprehends the Mortgage Loan Process through closing

  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously

  • Excellent customer service skills, phone etiquette and must work well with others in a team setting

  • Strong organizational, problem solving, multi-tasking and analytical skills

  • Ability to work with deadlines.

Position Types

Part-time, Full-time


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