We are seeking a highly organized and detail-oriented Loan Coordinator / Mortgage Operations Specialist to join our growing mortgage team. This position plays a critical role in ensuring every loan file moves efficiently from application through processing. The ideal candidate is proactive, thrives in a fast-paced environment, communicates well with borrowers and team members, and is committed to providing an exceptional client experience.
What We're Looking For
The ideal candidate is someone who:
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Takes ownership of their work.
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Anticipates issues before they become problems.
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Enjoys creating organized systems and keeping files moving.
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Works well in a collaborative, fast-paced environment.
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Wants to grow with a high-performing mortgage team.
Work Location: This is an in-person position based in our Wallingford, Connecticut office. Candidates should be available to work Monday through Friday from 9:00 AM to 5:00 PM.
Responsibilities
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Prepare and issue initial loan disclosures accurately and promptly.
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Request and organize documentation from borrowers during the pre-underwriting process.
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Submit TBD (To Be Determined) underwriting approvals when appropriate.
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Coordinate with LOA1 regarding lead intake, file setup, and new loan review.
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Submit complete loan files to the processing department.
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Monitor and oversee the active loan pipeline to ensure milestones and deadlines are met.
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Attend weekly pipeline meetings every Tuesday and Thursday to provide file updates and identify potential issues.
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Occasionally assist with pre-qualifying and pre-approving homebuyers.
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Maintain accurate loan records and ensure compliance with company and investor guidelines.
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Provide administrative support to the mortgage team as needed.
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Assist with special projects and operational initiatives to improve workflow and efficiency.
Qualifications
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Previous mortgage, banking, or real estate industry experience preferred.
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Strong organizational and time management skills.
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Excellent verbal and written communication skills.
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Ability to manage multiple files and priorities simultaneously.
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High attention to detail and accuracy.
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Proficient with Microsoft Office and mortgage loan origination systems (experience with Encompass is a plus).
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Ability to work independently while collaborating effectively with a team.
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Professional, dependable, and customer-service oriented.
