Jr. Loan Coordinator

The Jr. Loan Coordinator will review incoming files, complete order-outs, and be a supportive team member to ensure that other teammates can focus effectively on their primary responsibilities.

• Monitor App Submissions: Oversee incoming “App Submitted” emails and set up Encompass files to align with LO Lead Notes.
• File Set-Up Review: Perform a thorough review when applications and documents are received from clients. This includes ordering credit reports, organizing documents in Encompass, and correcting obvious errors on client applications.
• Document Procurement: Obtain correct Evidence of Insurance (EOI), Verification of Employment (VOE), and Homeowners Association (HOA) documents when requested by the Loan Team
• Document Accuracy: Ensure that all order outs and other necessary documents are accurate.
• File Tracking: Maintain a tracker for all files, including outstanding items, to ensure no file slips through the cracks.

Skills, Knowledge, and Expertise

Benefits