Account Coordinator

Account Coordinator

The Mortgage Account Coordinator provides administrative and operational support to the mortgage lending team throughout the loan lifecycle. This role serves as a key point of contact for loan officers, borrowers, processors, underwriters, and closing partners to ensure mortgage files are accurate, complete, and progressing efficiently through the loan process.

The Mortgage Account Coordinator is responsible for gathering documentation, maintaining loan records, coordinating communications, tracking pipeline activity, and supporting compliance with company policies and regulatory requirements. Success in this role requires strong organizational skills, attention to detail, customer service excellence, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities and Duties:

• Prepare and organize loan documentation, ensuring completeness and accuracy.
• Schedule appointments and follow up on leads and pending applications.
• Support Account Executives by tracking application status and coordinating with underwriters or processors.
• Respond to Broker inquiries and provide timely, professional service.
• Respond to Broker's guideline-related questions across various loan products.
• Use our AI tools to run income calculations for Brokers.
• Follow up with Brokers on registered loans to ensure timely submission of complete files.
• Ad hoc projects and tasks

Qualifications and Skills:

• Minimum three years experience in mortgage origination, processing, or equivalent experience
• Knowledge of personal computer and related word processing, spreadsheet and LOS software.
• Detail oriented.
• Excellent oral and written communication skills.
• Excellent customer service skills.

Education:

High School or equivalent

Benefits:

• Competitive compensation reliant on ability and experience
• Excellent benefits package including health, pre tax HSA, FSA accounts and dental & vision
• Life and AD&D Insurance, as well as additional voluntary benefit possibilities
• 401K with robust company match
• Flexible PTO program
• Earned Sick & Safe Time (ESST)
• The opportunity to work for the Midwest's fastest growing lender

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.