Client Coordinator

The Client Coordinator for the National Warehouse Lending (NWL) division is responsible for processing new applications and renewals of current customers. This individual will act as a liaison between clients and the other warehouse lending internal departments.

• Process applications and renewal of current customers.
• Submits approvals for required approver parties, ensuring final signatures are obtained.
• Assist in preparing legal documents, ensuring everything is received by due date and obtaining all required signatures, and sending fully executed documents to clients.
• Post approval process - keeping multiple databases and excel spreadsheets updated
• Works closely with RM’s, Credit and CSG to ensure all renewals are completed by target date and making any necessary adjustments along the way.
• Liaison for MERS and obtaining yearly agreements and signatures.
• Scanning documents to retention system
• Completes file reviews for all deals as well as a yearly for all clients.
• Manages pipeline and coordinates term sheet packages, credit approval submissions, packages.
• Collects and reviews Insurance policies and updates all systems.
• Coordinates schedules/calendars for staff, management, and executive management.
• Act as a liaison between the clients and NWL Operations, Relationship Manger, Credit Administration and Management.
• Prepare daily & monthly reports for NWL department
• Processes warehouse verifications.
• Back up to Senior Client Coordinator(s) as needed and
• Cross training in all areas of the credit processing department
• Other duties or projects assigned.

• High School diploma, general education degree (GED), or equivalent required.
• 2 or more years of experience in administrative role or related field of expertise.
• Basic knowledge of residential mortgage (FHA, VA, and/or conventional) lending, processing, funding, and/or loan documents is strongly preferred. Knowledge of automated underwriting systems such as Delegated Underwriting and/or Loan Prospect a plus.
• Must be detail oriented and exhibit the ability to read, input and translate data with extreme accuracy.
• Strong time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Strong PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
• Excellent verbal, written and interpersonal communication skills.
• Must have the ability to maintain strict confidentiality.