Financial Services Coordinator

6 days ago


Chula Vista, California, United States Secure Funding Group Inc Full time
Job Summary

We are seeking a highly skilled Loan Specialist to join our team at Secure Funding Group Inc. As a Loan Specialist, you will be responsible for managing loan estimates, disclosures, and submissions, as well as tracking and updating milestones.

Key Responsibilities
  • Loan Estimate & Loan Disclosures
    • Review loan files for completeness and accuracy
    • Efficiently use DocMagic or DocuSign systems for borrowers
    • Utilize loan pricing engines to ensure accurate pricing
    • Request wet signatures as needed on SSI & 4506 Verification Forms
    • Track and update milestone notifications
  • Appraisal Order and HOA Cert Order
    • Track orders until inspection dates are set
    • Review appraisals and send value notifications upon receipt
    • Order SSRs, COCs, and value rebuttals as necessary
    • Order 1004Ds and HOA Certs, Limited or Full Questionnaires when applicable
    • Track and update milestone notifications
  • Loan Submission
    • Ensure files have cleared disclosures and are in line for underwriting
    • Request escrow doc packages, including estimated closing statements based on initial LEs
    • Track and update milestone notifications
Requirements
  • Essential Knowledge
    • Office 365
    • Basic math computations
    • SFG Essential Knowledge Chart (Level III)
  • Qualifications and Education
    • No experience required (Loan Specialist III)
    • 1 year mortgage or real estate experience (Loan Specialist II)
    • 2 years mortgage or real estate experience (Loan Specialist I)
    • DISC test
  • Preferred Skills
    • Strong communication skills
    • High organizational skills
    • Ability to work in a team environment
    • Ability to work independently
Additional Notes

Please see the Role and Responsibilities Addendum for additional job requirements.



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