Mortgage Loan Specialist

Mortgage Loan Specialist

Requirements

• Bachelor’s degree in business, finance, or a related field.
• Previous experience in mortgage lending operations or loan coordination is preferred.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on accuracy.
• Familiarity with mortgage software and documentation tools.
• Must have ability to occasionally come into the Burlington office.

Responsibilities

• Manage the end-to-end processing of mortgage loan applications, ensuring all necessary documents are collected and reviewed for accuracy.
• Collaborate with loan officers, underwriters, and processors to facilitate a smooth and efficient application process.
• Oversee the organization and maintenance of loan files, ensuring compliance with regulatory standards and company policies.
• Verify and validate all required documents and information provided by clients.
• Act as a primary point of contact for clients, providing updates on the status of their loan applications.
• Address client inquiries and concerns in a timely and professional manner.
• Collaborate with internal teams, including underwriting, processing, and closing departments, to ensure a coordinated and efficient workflow.
• Communicate with external stakeholders, such as real estate agents and title companies, to coordinate the closing process.
• Ensure compliance with industry regulations, company policies, and loan program guidelines.
• Conduct quality assurance checks to minimize errors and ensure accuracy in loan documentation.
• Monitor and manage the loan pipeline to track the progress of applications and meet closing deadlines.
• Provide regular updates to all relevant parties on the status of loans in process.
• Proactively identify and address issues or challenges that may arise during the loan application process.
• Work with internal teams to find solutions and ensure a positive client experience.
• Provide administrative support to loan officers and other team members as needed.
• Assist in maintaining accurate and up-to-date records in the loan management system.

Preferred Qualifications

• Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions.
• Promotes interdepartmental communication and culture.
• Lead, develop and motivate the team across all locations and operational functions.
• Continued focus to ensure all families (Internal and External) are receiving the best possible service.