Loan Account Coordinator - Newport Beach, United States - Anchor Loans LP

Anchor Loans LP
Anchor Loans LP
Verified Company
Newport Beach, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

About the Company

Position Summary
We are seeking a Loan Account Coordinator to join our commercial loan processing team.

We are looking for a professional who can deliver exceptional service to our clients, external partners, and internal departments while ensuring the loan is processed in an efficient and timely manner.

Your strong eye for detail and exceptional customer service skills will be crucial in this position, as you will diligently gather information, field questions, and handle any last-minute changes to push the file over the finish line to funded


Anchor is committed to career pathing our employees and cross training amongst multiple departments to develop well rounded knowledgeable employees in the mortgage industry.


Essential Duties & Responsibilities

  • Establish and maintain relationships with clients and referral partners to retain existing business and attract new.
  • Order and secure all thirdparty documents such as title, credit reports, appraisal and any other items required on the loan files.
  • Act as a liaison between clients, internal staff, brokers, title companies, etc. to respond to inquiries, provide status updates and obtain all necessary documentation required for the file.
  • Manage a loan pipeline of 20 to 25 loans, resolving any problems or conditions in an expeditious manner as the file moves through the process, from initial receipt through funding.
  • Prepare and review mortgage loan files to ensure compliance with investor guidelines. Submit files outside of guidelines to Credit Committee for approval.
  • Ensure that all loan files submitted to underwriting are complete and accurate. This requires pre
- underwriting of the borrower and loan file. (Loan structure, loan terms, cash reserves, borrower experience, escrow/title documentation, and initial evaluation of risk)

  • Perform related duties and special projects as assigned

Work Environment
This is a hybrid position which requires in office reporting to Anchor's Newport Beach office on Tuesday, Wednesday, Thursday. Remote work is optional Monday and Friday.


Desired Skills and Qualifications

  • Superb interpersonal, written and verbal communication.
  • Ability to provide exemplary service to clients and coworkers.
  • Excellent organizational and time management skills with attention to detail.
  • Ability to manage multiple tasks and deadlines simultaneously to maintain a highvolume workload in a fast paced, deadline driven environment

Benefits

  • Medical, Dental, Vision, Life, AD&D insurance
  • Vacation and sick leave
  • 401k plan with employer match
  • Onsite gym (Thousand Oaks office)
  • 12 paid holidays annually
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