Loan Operations Specialist

3 weeks ago


Loudéac, Bretagne, United States Coldwell Banker Premier LLC Full time

Job Summary: We are seeking a highly detail-oriented Loan Operations Coordinator to join our team at Coldwell Banker Premier LLC. As a Loan Operations Coordinator, you will be responsible for managing loan file assignments, ensuring timely completion of submission requests, and guaranteeing same-day completion of disclosure requests.

Key Responsibilities:

  • Disclosures: Ensure all disclosure requests are completed same-day. If delays occur, communicate with Loan Officers (LOs) and resolve issues.
  • File Assignment: Manage loan file assignments to processors and verify the submission team has access to all pending disclosure files.
  • Submissions: Guarantee same-day completion of submission requests, track hard stops, address delays, and ensure timely sending of initial Closing Disclosures (CDs).
  • Processing & Communication: Ensure processors contact borrowers and LOs within 48 hours of receiving files. Ensure disclosures are signed, appraisals ordered, and the initial CD is signed if required.
  • Closing Oversight: Confirm CDs are pre-balanced 72 hours before clear-to-close (CTC), verify pricing accuracy with LOs, and ensure the closing package is ready within 48 hours.
  • Administrative Tasks: Assist with onboarding new loan officers, handle some marketing duties, and manage post-close compliance.

Daily Responsibilities:

  • Lead morning file assignments and pipeline meetings.
  • Audit conditional approvals to identify and resolve performance bottlenecks.
  • Track Closing Disclosures (CDs) and ensure performance timelines are met for full compliance.

Qualifications:

  • Strong experience in mortgage operations or loan processing.
  • Highly detail-oriented with excellent organizational skills.
  • A proven leader with strong communication skills and the ability to manage team performance.

About Us: Coldwell Banker Premier LLC is a powerhouse in the Mid-Atlantic, with 17 offices and over 250 agents. We are a real estate firm with a strong commitment to our core values: doing the right thing.



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