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
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