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Loan Coordinator

Location: Saint Petersburg
Posted on: June 23, 2025

Job Description:

Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM) loans Experience with Encompass POS system background preferred Must be articulate and well spoken with strong customer service background Duties Obtains required loan documentation and may process less complex loan applications. Orders credit verifications and third party services. Tracks receipt of and reviews legal documents. Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents. Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation. Prepares and compiles documents for review and approval. May prepare or review for accuracy, disclosures required by relevant consumer regulations. May perform basic loan calculations Interact with financial advisors, mortgage consultants, banking consultants and the client

Keywords: , Kissimmee , Loan Coordinator, Accounting, Auditing , Saint Petersburg, Florida


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