Transaction Coordinator
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Transaction Coordinator (Mortgage): Manage loan files from application through closing by pulling and analyzing credit, income, and asset information with an accent on documentation review, Encompass updates, and condition/condition-clearing workflows. Focus on running DU, stacks, and submitting files while coordinating with borrowers, realtors, and loan originators to meet deadlines.
Location: LR5 - US CA Remote
Company
is a distributed retail mortgage lender operating across the United States.
What you will do
- Serve as the primary contact and liaison between clients, branch leadership, and assigned loan originators.
- Review received documentation within 24 hours for discrepancies, omissions, verified income calculation, asset verification, and update Encompass based on verified information.
- Track requested documents in Encompass and collaborate with loan originators to resolve issues in files and documents.
- Run DU, stacks, and submit files; request and clear conditions.
- Communicate with borrowers and realtors and provide superior customer service internally and externally.
- Manage multiple assignments/projects, meet deadlines, and be available for varying hours and overtime if needed.
Requirements
- High school diploma or equivalent.
- 1 year of experience preferred.
- Encompass experience required.
- Proficiency in DU, LP, Microsoft Office & Windows.
- Knowledge of RESPA and mortgage/consumer lending regulations and loan documents preferred.
- State and Federal NMLS license desired.
Culture & Benefits
- Medical, dental, and vision coverage plus 401(k).
- Company-provided short-term disability, employee assistance program, and wellness program.
- Supportive, transparent culture with opportunities to grow.
- Ability to work varying hours and overtime when needed.
Hiring process
- Application submission through the company careers page.
- Evaluation based on required Encompass experience and mortgage transaction coordination responsibilities.
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