Loan Coordinator - US Mortgage

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱25,000 - ₱35,000 / month

Description

Key Responsibilities

• Track Lead Notes received from LO (Loan Officer)
• Monitor incoming “App Submitted” emails, and set up the Encompass files to align with LO Lead Notes
• Complete “File Set-up” review when App & Docs are received from the client
• Includes ordering credit, organizing docs in Encompass, correcting obvious errors on the client app, etc
• Send files to the Pre-Approval team when we have sufficient docs for them to complete their review.
• Run DU/LP and Order appraisals when needed (if no PIW/ACE)
• Send client needs list after initial file review
• Send client needs list after the Preapproval team completes their review
• Obtain correct EOI, VOE’s, and HOA docs when requested from LOA/Processor
• Ensure that EOI and other documents are correct at the time of funding to avoid funding delays
• Maintain a tracker of all files on their desk, including what is outstanding on each file, to ensure that no file slips through the cracks.

Skills, Knowledge and Expertise

• Order out experience required
• Encompass experience preferred.
• Familiar in using office applications
• Proficient communication skills
• Great personality
• Finance and accounting experience is a plus

Benefits

• Above market salary
• HMO 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