Guide borrowers through the documentation process by providing clear communication, frequent updates, and high-level service via phone, email, and text.
Review and analyze credit, income, and asset documentation to ensure compliance with internal guidelines and loan requirements.
Identify additional documentation needs, verify conditions, assess appropriate fees, and maintain file accuracy throughout the approval process.
Collaborate with Loan Officers, Underwriters, Closers, and third-party vendors to ensure each loan moves efficiently and meets all quality standards.
Accurately issue compliance disclosures within required timelines.
Embrace new processes, shifting priorities, and opportunities to improve the customer and employee experience.

at least 1-year experience working in mortgage operations
managing a borrower pipeline
processing loan files
regularly communicating updates to customers, internal teams, or third-party partners

Loan Coordinator – Mortgage Operations

Key skills