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Loan Coordinator - US Mortgage

Branch Operations

Loan Coordinator - US Mortgage

Application Deadline: 31 January 2025

Department: Loan Teams

Employment Type: Full Time

Location: Branch Operations

Compensation: ₱25,000 - ₱30,000 / month


Description

MUST HAVE US MORTGAGE EXPERIENCE. Order out experience required and encompass experience preferred.
You will review incoming files, complete order-outs, and be an all-around supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.

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 clientIncludes 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
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Job Profile

Benefits/Perks

Above market salary Equipment and software provided Government mandated benefits Great Company Culture HMO for dependents In-depth training Performance-based incentives Quarterly company events

Tasks
  • Communication
  • Complete order-outs
  • Maintain file tracker
  • Monitor incoming emails
  • Obtain documents
  • Order credit
  • Organize documents
  • Review incoming files
  • Run DU/LP
  • Send files to pre-approval team
  • Set up Encompass files
  • Support team members
  • Track lead notes
Skills

Accounting Appraisals Communication Encompass Finance Office applications US mortgage

Experience

2 years