Mortgage Loan Coordinator

A Mortgage Loan Coordinator partners with Loan Officers to support the mortgage origination process by reviewing applications, managing documentation, preparing loan files, coordinating communication with borrowers and realtors, and ensuring accurate data entry. The role helps maintain compliance and workflow efficiency by verifying required documentation, facilitating file handoffs, responding to customer inquiries, and supporting timely loan processing from application through submission.

Role:
Partners with Loan Officers to optimize daily workflows, including loan origination support, document review,
seamless file handoff to processors, effective communication with borrowers and realtors, and thoroughly
detailed data entry
Essential Functions & Responsibilities:

• Review new applications, verify that all necessary information is provided and follow up with applicants for any missing preliminary documents.
• Collaborate with the Loan Officer to perform daily administrative functions such as document management, data entry, and preparation of loan packages for locking.
• Conduct a preliminary evaluation of documentation to ensure it adheres to all specified compliance standards.
• Field incoming calls, walk-ins, and answering questions directly or directing to the Loan Officer as needed.
• Perform other job-related duties as assigned.

Performance Measurements:
1. Improved Loan Officer partner efficiency and performance, resulting in enhanced member satisfaction and service quality
2. The ability to manage tasks, projects, information, and materials within a well-ordered system. The degree to which multiple assignments are managed and completed according to established schedules.
3. Perform tasks carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations.
4. The ability to effectively coordinate multiple components of an event, process, or project. Ensures efforts are not duplicated, materials are available, manpower is sufficient, schedules are followed, deadlines are met, time and resources are not wasted, information is communicated between parties, and goals are achieved. Able to quickly and appropriately handle unexpected problems.
5. Response of the employee to needs and issues of customers and departments to achieve optimal results for the organization. The ability to fulfill customer requests, both internally and externally in a timely manner, and anticipate and control obstacles.
6. The knowledge, skills, and education required to perform job duties, and their application to job functions.

Knowledge and Skills:
Experience: One year to three years of similar or related experience or equivalent knowledge and demonstrated performance in the Multipli Credit Union Mortgage Department.

Education: A high school education or GED and formal training.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Must have good communication skills and a proactive approach to problem solving.

Physical Requirements:

Work Environment:

Salary : $18 - $28