初级贷款协调员

The Jr. Loan Coordinator will review incoming files, complete order-outs, and be a supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.
Key Responsibilities

• Monitor App Submissions: Oversee incoming “App Submitted” emails and set up Encompass files to align with LO Lead Notes.

• File Set-Up Review: Perform a thorough review when applications and documents are received from clients. This includes ordering credit reports, organizing documents in Encompass, and correcting obvious errors on client applications.

• Document Procurement: Obtain correct Evidence of Insurance (EOI), Verification of Employment (VOE), and Homeowners Association (HOA) documents when requested by the Loan Team

• Document Accuracy: Ensure that all order outs and other necessary documents are accurate.

• File Tracking: Maintain a tracker for all files, including outstanding items, to ensure no file slips through the cracks.

Skills, Knowledge, and Expertise

• US Mortgage Industry Experience: Required.

• Order Out Experience: Required.

• Encompass Experience: Preferred.

• Office Applications: Familiarity with office applications.

• Communication Skills: Proficient in communication.

• Personality: Team players who are resourceful and have a strong sense of urgency do very well in this role.

Benefits

• Above market salary

• HMO on Day 1 for principal and two dependents

• Government-mandated benefits

• Performance-based Incentives

• Quarterly Company Events

• In-depth training for career growth

• Great Company Culture and HR experience

• 1,000 PHP De Minimis

• Equipment and software provided

Originally posted on Himalayas