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ENTRY LEVEL/FULL TIME: Mortgage Loan Coordinator

Job Description

The Mortgage Closing Coordinator is a non-exempt position and requires an individual with strengths in managing his or her workflow by quickly and accurately communicating, routing, and assigning loans in an electronic-based environment. Training on residential mortgage documentation and customer service needs will be provided, and a delightful attitude is a plus.

Essential Job Functions
Our coordinator is a key component to the overall productivity of the team. He or she will be provided with login credentials to Gregg & Valby software, which permits access to client information. The coordinator is responsible for:
  • Communicating with clients and acknowledging receipt of new orders
  • Reading initial email from client sent with the new order – notify closer / funder of any special requests (Rush – mail out)
  • Reviewing list of source documents provided and request any missing items from client
  • Combining files into single pdf documents and bookmarking them for the Fulfillment team specialist
  • Setting up files in the GV tracking software and assigning new loans to Fulfillment team specialists
  • Monitor all group emails and notify closer, funder and post-closer of any additional documents provided – upload documents in tracking
  • Constant communication with Fulfillment team and manager is crucial

Additional Job Functions
  • Maintaining a database of usernames and passwords of various websites to allow the secure access of client sensitive data and documentation
  • Database to be updated ASAP upon changes
  • Complete various cross-training assignments in the Fulfillment Department upon request, and assist in other areas in the Fulfillment Department. as needed
  • Must be able to prioritize assignments and schedule workload to meet timeline requirements and maintain a variety of transactions

Minimum Requirements
  • Must possess basic computer skills and general knowledge of Microsoft Office software and PDF software
  • Must type an average of 60 to 65 words per minute
  • Must be open to working overtime within reasonable expectations, including, without limitation, arriving early, working through lunch, or working later than scheduled
  • Must be able to multi-task and work in an environment that requires a sense of urgency to meet customer service goals
  • Reasonably prompt access to a reliable internet connection away from the office if required under extraordinary circumstances