Match score not available

Mortgage Transaction Coordinator (work on weekends)

UNLIMITED HOLIDAYS - EXTRA HOLIDAYS - EXTRA PARENTAL LEAVE - LONG REMOTE PERIOD ALLOWED

Remote:

Full Remote

Contract:

Full time

Experience:

Junior (1-2 years)

Work from:

Philippines

Offer summary

Qualifications:

Minimum 1 year experience in title or related role, Strong command in English, Willing to work US weekends.

Key responsabilities:

Track Lead Notes and organize Encompass files
Monitor applications, set up files, and rectify errors
Prepare reports, assist with loan closing activities, and ensure customer service excellence
Coordinate with involved parties and maintain communication
Stay updated on industry trends and guidelines

NightOwl Consulting Human Resources, Staffing & Recruiting Scaleup https://nightowl.consulting/

51 - 200 Employees

See more NightOwl Consulting offers

Job description

Your missions

Application Deadline: 8 May 2025

Department: NightOwl Internal

Location: NightOwl Internal

Compensation: ₱20,000 - ₱40,000 / month

Description

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.