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Loan Coordinator
AI Summary
Supports mortgage loan files by verifying application information, ordering third-party services, obtaining documentation, and following up on outstanding items with borrowers, employers, vendors, and internal teams.
About this role
ABOUT US:
Pinnacle Mortgage Corp. delivers top-tier financial services with competitive rates. Our mortgage professionals prioritize personalized attention, ensuring tailored financial solutions for purchasing a home, refinancing, or consolidating debt. Unlike larger nationwide mortgage firms, we prioritize the security and confidentiality of your information. Our trusted reputation in the community reflects our dedication to maintaining client trust and confidentiality.
POSITION PROFILE:
Pinnacle Mortgage is seeking a detail-oriented and highly organized Loan Coordinator to support our Loan Officers, Loan Officer Assistants (LOAs), and Processing team.
The Loan Coordinator plays an important role in keeping loan files moving by verifying application information, ordering required third-party services, obtaining documentation, and following up on outstanding items. This position requires someone who is proactive, responsive, and comfortable managing multiple priorities in a fast-paced mortgage environment.
A strong sense of urgency is essential. The Loan Coordinator must be able to identify what is needed, take ownership of obtaining it, and consistently follow up with borrowers, employers, vendors, and internal team members until outstanding items are resolved.
Key Responsibilities
- Work closely with Loan Officers, LOAs, and Processors to support mortgage loan files throughout the loan process.
- Review and verify loan application information for accuracy and completeness.
- Order appraisals and monitor appraisal orders through completion.
- Obtain and follow up on insurance binders and related insurance documentation.
- Complete and/or coordinate Verifications of Employment (VOE), including income and employment verification.
- Work directly with third-party vendors to order and obtain required loan documentation and services.
- Communicate with borrowers when additional information or documentation is required.
- Provide timely updates to Loan Officers, LOAs, and Processors regarding outstanding items and file status.
- Identify missing, incomplete, or inconsistent information and work with the appropriate parties to resolve issues.
- Provide a high level of customer service to both external customers and internal partners.
What We're Looking For
- Strong attention to detail and accuracy.
- Excellent organizational and follow-up skills.
- Strong sense of urgency and ability to keep tasks moving toward completion.
- Strong written and verbal communication skills.
- Professional and customer-focused approach when working with borrowers, Loan Officers, vendors, and internal teams.
- Ability to work independently while also collaborating closely with the mortgage operations team.
- Previous mortgage, banking, lending, real estate, or financial-services experience preferred.
- Familiarity with mortgage loan documentation and the loan origination process is a plus
- Experience with MS Office Suite
WHY PINNICAL MORTGAGE CORP:
Because we believe in valuing and investing in our team members. Pinnacle Mortgage Corp. provides outstanding compensation and benefits package. By offering perks such as a company matching 401K plan, continuous paid training opportunities, and robust healthcare coverage, including Medical, Dental & Vision, we aim to support our employees' financial security, professional growth, and overall quality of life.
Pinnacle Mortgage provides equal employment opportunities and non-discrimination for all employees and qualified applicants without regard to a person’s race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any characteristic protected under applicable law.
Skills
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