Loan Setup Coordinator

Job Title: Loan Setup Coordinator

Department: Mortgage Lending

Department

Location:

Littleton, MA

Reports to: Mortgage Production Manager

Career Stream: Individual Contributor

Classification: Hybrid

Exemption: Non-Exempt

Pay Grade: 8

Pay Grade Range: $21.45 - $26.81

Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Responsible for issuing disclosures in compliance with regulations and orders all services needed for the file. Performs additional redisclosure requests through the active application to ensure strict compliance on all loans. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.

• May be asked to provide coverage in other WCU branches or departments.
• Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Participates in department and/or organizational projects as directed.
• Performs other tasks or functions as required, requested, necessary or prudent.
• Maintains confidentiality of all member and credit union information and data.
• Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.

• High School Diploma or Equivalent Required.

• 1 year of banking experience. Skilled in reviewing and validating application fees, ordering third-party reports and ensuring compliance with TRID and investor guidelines. Proficient in coordinating with internal teams and external partners, and maintaining clear communication with originators and processors to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.

• A successful Loan Setup Coordinator possesses strong knowledge of mortgage products and regulatory guidelines (including TRID, RESPA, and HMDA). Familiarity of loan origination systems, AUS platforms, and document management tools. Key skills include attention to detail, strong organization, effective communication, strong ability to manage multiple files and deadlines simultaneously and flexibility to adapt to changing regulations and internal processes. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant and exceptional member service.

• Hybrid Work Environment:
  This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.

• This is a largely sedentary role.
• While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, and controls and to reach with hands and arms.
• This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.

NOTE:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for…