Financial Services Coordinator
3 days ago
Efinity Mortgage is seeking a Financial Services Coordinator to support our mortgage loan origination officers in managing loan files from beginning to end. As a key member of our team, you will be responsible for verifying loan documents, providing exceptional customer service, and supporting administrative tasks.
Duties and Responsibilities:
- Check loan package documents for accuracy and report any discrepancies to the loan officer or originator
- Respond to client inquiries and resolve issues promptly to ensure superior customer service
- Assist with administrative duties such as scheduling appointments, assembling loan documentation, and making calls
- Act as the primary liaison between the mortgage loan officer and clients, scheduling meetings to discuss ongoing matters
Required Skills and Experience:
- Knowledge of basic loan financing options, including conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
- College degree in finance or banking preferred; high school diploma or equivalent required
- NMLS license or training is not required but desired
- Proficiency in MS Office and CRM, MLS, DU, and proprietary mortgage software
- 2-3 years of administrative experience in a professional office or mortgage environment preferred
Compensation and Career Advancement:
$42,000 + bonus
Efinity Mortgage offers a dynamic work environment and opportunities for professional growth and development.
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