Financial Services Coordinator

1 week ago


New Rochelle, New York, United States York Insurance Full time
Job Summary:
We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. In this role, you will be responsible for collecting and verifying borrower personal information and financial records.

Major Responsibilities:
  • Act as a liaison between the borrower(s), lender, and loan originator.
  • Provide timely status updates to borrowers regarding their loan application.
  • Update mortgage loan approval and follow up on missing documents.
  • Establish and maintain files, databases, records, and reports for internal use.

Key Skills and Qualifications:
  • Bilingual proficiency in English and Spanish is required.
  • Excellent record-keeping and file management skills.
  • Proficiency in Microsoft Word, Gmail, and Adobe Professional.
  • Strong customer service skills with ability to handle multiple tasks and interruptions.

Benefits:
This part-time position offers flexible scheduling, Monday through Friday from 1:00 p.m. to 5:30 p.m., allowing for a great work-life balance. Our ideal candidate will have a strong understanding of loan processing and excellent communication skills. If you are looking for a challenging opportunity in a dynamic environment, please apply. Estimated salary $40,000-$60,000 per year.

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