Responsibilities
- Assist in gathering and reviewing loan application documents, including income, assets, credit, and property information
- Verify accuracy and completeness of loan files in accordance with company and regulatory guidelines
- Communicate with borrowers, loan officers, and third-party vendors to obtain necessary documentation
- Maintain organized and up-to-date loan files in the processing system
- Order and track third-party services such as appraisals, title reports, and verifications
- Identify missing or inconsistent information and follow up as needed
- Ensure compliance with internal policies and federal/state lending regulations
- Provide status updates to loan officers and team members
- Support processors and underwriters with administrative tasks as needed
Requirements
- High school diploma or equivalent required; associate or bachelor’s degree preferred
- Strong attention to detail and organizational skills
- Excellent verbal and written communication skills
- Basic proficiency in Microsoft Office (Word, Excel, Outlook)
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Willingness to learn mortgage industry guidelines and systems