贷款合作伙伴 – 美国抵押贷款 | 周末值班（周五至周二）
Loan Partner – US Mortgage | Weekend Coverage (Friday to Tuesday)
我们正在寻找一位注重细节且积极主动的贷款协调员，以支持我们的抵押贷款运营团队。理想的候选人将在确保准确的文件处理、顺畅的沟通和高效的贷款流程中发挥关键作用。该职位需要出色的组织能力、对细节的高度关注，以及在以截止日期为导向的环境中管理多项任务的能力。
备注：工作时间将从周五至周二
主要职责
- 在评估报告到达时下载，整理所有必要组件（发票、SSR、评估师的E&O等），上传到相应系统，并将完整的评估报告副本通过电子邮件发送给团队。
- 分割产权文件并将其上传到指定文件夹，不包括提供房产税估算的文件（因为这些可能无法反映新建贷款的准确价值）。
- 在CRM系统中准确标记文件，以便正确追踪和记录。
- 跟进过期或未激活的预批准，确保及时更新或关闭。
- 协助组织每周的披萨订购邮件（内部士气提升项目）。
- 向客户、经纪人和内部团队成员发送周二更新，确保各方了解贷款状态。
- 处理和管理借款人退出营销或通讯活动的请求。
- 在需要时协助准备和发送贷款披露文件。
- 正确标记和堆放收到的文件，以保持一致的文件整理。
- 执行数据验证，确保所有借款人和房产信息准确且最新。
- 添加适当的标签和文件，以确保每份文件的合规性和完整性。
技能、知识和专长
- 有抵押贷款或贷款处理经验者优先。
- 强大的组织能力和文件管理技能。
- 出色的细节关注度和完成任务的能力。
- 熟练使用数字文件管理系统和Microsoft Office套件。
- 有抵押贷款CRM和LOS平台经验者（优先但非必需）。
- 优秀的书面和口头沟通能力。
- 在快节奏环境中具备多任务处理能力。
福利
- 薪资高于市场水平
- 首日即享家庭医疗保险，涵盖主申请人及两名家属
- 政府规定福利
- 绩效奖励
- 每季度公司活动
- 1000菲律宾比索的微额福利
- 提供设备和软件
最初发布于Himalayas
查看英文原文
We are seeking a detail-oriented and proactive Loan Coordinator to support our mortgage operations team. The ideal candidate will play a key role in ensuring accurate documentation, smooth communication, and efficient loan processing. This role requires exceptional organizational skills, a keen eye for detail, and the ability to manage multiple tasks in a deadline-driven environment.
NOTE: Work schedule will fall on Friday to Tuesday
Key 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.
Skills, Knowledge and Expertise
- 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
Originally posted on Himalayas