1 день назад
Mortgage Loan Coordinator
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mortgage Loan Coordinator (Fintech): Managing the end-to-end loan application process for borrowers with an accent on documentation accuracy, lead tracking, and advisor support. Focus on streamlining communication between borrowers and referral partners to ensure efficient pre-approval workflows.
Company
is an AI-native platform transforming the home finance industry by digitizing the mortgage process to enable faster approvals and funding.
What you will do
- Follow up with new leads and schedule initial consultations for Mortgage Advisors.
- Collect and verify borrower financial information and employment history.
- Manage documentation requests and ensure files are complete and organized for pre-approval.
- Communicate status updates to referral partners throughout the loan process.
- Maintain accurate records of lead activity and pipeline progress within the CRM.
- Assist in managing the Mortgage Advisor’s calendar and client communications.
Requirements
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication abilities.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- High school diploma or equivalent required; finance coursework is a plus.
- Must be eligible to work in the United States (implied by US-specific benefits and industry).
Culture & Benefits
- Competitive compensation package.
- Comprehensive healthcare benefits including medical, dental, vision, and HSA.
- Retirement planning with 401k.
- Flexible PTO program.
- Support for mental health and wellness goals.
- Remote and hybrid work arrangements available.
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