Jr. Loan Coordinator
资格级贷款协调员将审查入境文件，完成订单退出，并成为支持团队成员以确保其他队友能够有效地专注于其主要责任。关键职责 ·监控应用程序提交：监督进来的 App 提交电子邮件和设置包装文件与 LO 领先说明一致。·文件设置评审：在客户那里收到申请和文档时进行彻底的审查。包括订购信用报告，组织在包装中文件，纠正客户端应用程序上的明显错误。·文件采购：获得合适的保险证据 (EOI),就业验证文件 (VOE) 和房东协会 (HOA) 文件，当贷款团队要求时 · 文件准确性：确保所有订单和其他必要文件都是正确的。· 文件跟踪：保持所有文件的追踪器，包括未完成的项目，以确保没有文件滑出裂痕。技能，知识和专业知识 ·美国抵押贷款行业经验：必需。· 订购经验：需要。· 包括办公室体验：优先。· 办公室应用程序：熟悉办公室申请。· 沟通技巧：熟练沟通。· 人格：具有精力和紧迫感的球队员在这个角色中表现得非常好。福利 · 市场薪水以上 · 主管和两个依赖者1日 HMO · 政府授权的福利 ·基于绩效的激励措施 ·季度公司活动 ·职业增长深入培训 ·伟大的公司文化和人才经验 · 1,000 PHP De Minimis ·提供设备和软件 原始地发布于喜马拉雅山
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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