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Mortgage Client Coordinator

Mortgage Client Coordinator

SummitHRPhoenix, AZ, US
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Job Description

Job Description

Essential Duties :

  • Oversees multiple aspects of origination, file management, communication, and the overall customer experience for their assigned LMP.
  • Obtains and ensure all pieces of the loan documentation are complete and reviews for accuracy.
  • Reviews loan documentation inputted by LMP for data integrity.
  • Acts as a liaison with staff and departments to ensure borrower documentation necessary to qualify is collected and 'pre-underwrites' the file, assuming what conditions will be needed prior to the file being underwritten.
  • Assists LMP in evaluating possible loan scenarios and determines which financial products and investment options meet the borrower's unique needs and financial situation.
  • Prepares FHA, VA, Conventional and other loan programs such as USDA, Home Equity Line of Credit, 2nd Mortgages, Home Improvement loans, Down Payment Assistance, and Bond Programs as well as Reverse Mortgages for submission to Underwriting.
  • Proficient in analyzing the application, credit report, income, assets, liabilities, and collateral documentation for accuracy.
  • Ensures that all documentation required to meet all investor guidelines prior to submitting the file to Mortgage Underwriter for review and acceptance.
  • Orders, follows up and obtains all third-party verifications required for loans submission including but not limited to : Verification of Employment, 4506T, Appraisal, Title, Credit Reports / Credit Supplements, Hazard Insurance and Flood Certifications.
  • Ensures that all Federal and State disclosures are issued correctly and signed and dated by all applicable parties.
  • Enters and audits all information and documentation in the Company's LOS to guarantee accuracy.
  • Submits loan through Automated Underwriting System (AUS) to ensure the validation of the loan documentations against the automated underwriting findings and calculating funds required to close.
  • Provides applicants for first-lien loans with a copy of the appraisal, as well as other written valuations, at least three business days before consummation.

Qualifications :

  • High School Diploma or GED equivalent required.
  • Minimum of 3 years' experience in lending field in the financial industry preferred.
  • Active Loan Mortgage Originator License through NMLS required in all states in which loans originated preferred.
  • Previous sales and administrative support preferred.
  • Experience submitting loans to multiple investors preferred.
  • Experience with Encompass / Optimal Blue / DU / LP and major origination systems preferred.
  • Working knowledge of mortgage loan process, FNMA, FHA, VA, RD, USDA, and SAFE ACT guidelines.
  • Proficient PC skills to include Excel, Word, and Microsoft Outlook.
  • Knowledge of operating standard office equipment.
  • Excellent written and verbal communication skills.
  • Strong customer service to internal and external customers.
  • Ability to develop positive relationships.
  • Able to manage multiple tasks and deadlines in a fast-paced environment.
  • Ability to read, analyze, and interpret financial data.
  • Working knowledge of real estate transactions requirements of Federal and State agencies.

    • To see new and updated job postings and job postings similar to this, please follow us on LinkedIn : https : / / www.linkedin.com / company / summithr

    Job Posted by ApplicantPro

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