Mortgage Loan Processor

Loan Processor

Shift Schedule: (Mon-Fri) - between 6am - 3pm PST

Employment type: Full-time, 40 hours/week

Summary of Position

We are looking for a Loan Processor responsible for managing and organizing the paperwork and end-to-end processes required to approve loans for clients. This role typically involves working closely with loan officers, underwriters, clients, and mortgage lenders to ensure that all necessary documentation is complete and accurate and that the loan application proceeds smoothly through the approval process.

Primary Tasks

• Compile and organise necessary documents, such as income verification, credit reports, and property information.
• Prepare and submit complete and accurate mortgage application packages to lenders.
• Liaise with mortgage lenders to track the progress of applications and address any issues that may arise.
• Facilitate communication between clients and lenders, ensuring all requirements are met for loan approval.
• Keep client details up to date in CRM
• Have a STRONG understanding of lending policy

Required Qualifications (Must Have)

• Detail-oriented with a focus on accuracy.
• Ability to work well under pressure and meet deadlines.
• Professional demeaner and strong customer service skills.
• Highly motivated and proactive attitude

Skills & Traits:

• Keen to details
• Ask questions and verifies processes when uncertain
• Team player

Performance Expectations:

• Task Completion Rate
• Accuracy and Quality of Work
• Timeliness and Responsiveness
• Productivity and Efficiency
• Adherence to Company Policies and Procedures

Technology/Systems Experience Required

• CRM - Infynity
• AOL
• Corelogic
• Salesforce
• Lender portals
• Equifax
• Docusign
• Outlook
• Onedrive