Mortgage Production Coordinator; BR 55- Sax/Collins; 1.16.25
Description


General:

TOP 3 DUTIES

  1. Support the Loan Officer
  2. Manage the pipeline database
  3. Marketing management

- Willing to answer and transmit communications via phone, email, fax and text for the LO

- Be available and willing to answer and contact clients, agents and 3rd party vendors

- Be organized and knowledgeable of BOE products and overlays

- Communicate all file updates to all parties assigned to each file 

- Document all updates and communication in the convo log in Encompass 


Requirements

Duties:

- Manage e-consent for all borrowers

- Review the 1003 once loan application is received to fill in any blanks and discuss goals

- Send Loan Officer a review/breakdown after you have spoken to the client and buttoned up the loan application

- Make sure the loan officer is contacting clients accordingly for rate lock, loan options, etc.

- Prep the file for initial loan disclosures and request once ready (see disclosure checklist)

- Email the client a list of items needed and the next steps

- Review all documents sent from the borrower and upload to the Encompass file, re-label all documents and request any missing items (see LOA checklist for details)

- Purchase loans: Send Welcome Letter to all parties and include Processor

- Once disclosures are signed, retrieve the package and order 3rd parties