Mortgage Setup Coordinator

Summary

Review application in system to ensure the Finance Manager entered all information correctly, including names, social security numbers, property addresses, etc. Order verifications, appraisals, etc. on a daily basis. Serve as team liaison for phone calls.

• Open all new application files, process deposit checks, set up loan files, order verifications, appraisals, and flood certifications. Order case numbers on government loans and send for certificates where applicable.
• Review application package for required program, company, agency, investor, RESPA and ECOA compliance. Ensure all required disclosures have been given to the customer.
• Answer all incoming calls to the team and act as liaison for borrowers, realtors, and other third parties.
• Mail out the welcome letter and include any missing disclosures.
• Obtain verbal verifications of employment for borrowers.
• Perform pre‑start title and escrow work.
• Assemble file in processing order and ensure files move through set up to processors within 24 hours of receipt.
• Attend weekly team meetings with the Finance Manager to review loan status.
• Prepare a decline letter, if applicable, and ensure accurate disclosure of the reason(s) for adverse action when applicants do not qualify. Record information in the system for declination and send a check request to refund any funds due the customer.
• When time permits, copy credit packages for processors and run loans through the AUS system with processor guidance.
• Assist processors to collect any and all documentation needed to complete the application package.
• Perform additional duties and tasks as directed by the supervisor or management.

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Previous mortgage experience preferred.
• Exceptional attention to detail and organizational skills.
• Ability to multitask and work under tight deadlines.
• Excellent communication and customer‑service skills.

The hourly rate is based on location and experience ranging from $21‑24 per hour.

Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.