[Hiring] Mortgage Transaction Coordinator @Nightowl

Posted 2025-03-14
Remote, USA Full-time Immediate Start

The Loan Processing Coordinator will organize files, assist clients, track deadlines, and ensure a smooth loan process. Join our team now!

Key Responsibilities
? Track Lead Notes received from the Loan Officer (LO) and align Encompass files accordingly.
? Monitor incoming ?App Submitted? emails and initiate Encompass file setup to match LO Lead Notes.
? Complete "File Set-up" review upon receiving client applications and documents, including ordering credit, organizing documents in Encompass, and rectifying obvious errors on client applications.
? Send files to the Pre-Approval team upon gathering sufficient documentation for their review.
? Run DU/LP and order appraisals when necessary, if no PIW/ACE is available.
? Issue client needs lists after initial file review and post-pre-approval team's assessment.
? Obtain accurate EOI, VOE?s, and HOA documents upon request from Loan Officer Assistants (LOA)/Processors.
? Ensure the correctness of EOI and other documents at the funding stage to prevent funding delays.
? Maintain a comprehensive tracker of all files on the desk, outlining outstanding items for each file to prevent oversight.
? Open new title orders, acquire wire instructions, assist with phone inquiries, order payoffs, conduct lien searches, and obtain HOA estoppels.
? Keep track of and update pipeline dates.
? Serve as a central point for team communication with clients, third parties, and internal stakeholders.
? Schedule appointments and maintain calendars.
? Prepare reports and assist with loan closing activities.
? Coordinate with title underwriters, attorneys, and other involved parties in the loan process.
? Cultivate positive relationships with customers and ensure excellent customer service throughout the loan process.
? Stay abreast of industry trends and underwriting guidelines.

Skills, Knowledge, and Expertise
? Strong command in English
? Required to work US weekends
? Willing to be on the phone to communicate with stakeholders
? Minimum of 1 year of experience in a title or related role
? Demonstrate excellent customer service skills, along with strong communication and interpersonal abilities.
? Work independently and collaboratively within a team setting, exhibiting a detail-oriented and organized approach.
? Ability to multi-task.
? Stay updated on industry trends and underwriting guidelines.
? Track Lead Notes received from the Loan Officer (LO) and synchronize Encompass files accordingly.
? Monitor incoming ?App Submitted? emails, aligning Encompass files with LO Lead Notes.
? Conduct thorough ?File Set-up? reviews upon receiving client applications and documents, including credit ordering, Encompass document organization, and rectification of client application errors.
? Forward files to the Pre-Approval team upon gathering adequate documentation for their review.
? Execute DU/LP runs and order appraisals as required, in the absence of PIW/ACE.
? Issue client needs lists post initial file review and after Pre-Approval team evaluation.
? Acquire accurate EOI, VOE?s, and HOA documents upon request from Loan Officer Assistants (LOA)/Processors.
? Ensure document correctness at the funding stage to prevent funding delays.
? Maintain a comprehensive file tracker, identifying outstanding items for each file to prevent oversight.

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

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