Loan Coordinator -Remote

Bay Equity is a full-service retail mortgage lending institution headquartered in Corte Madera. In 2011 and 2012, San Francisco Business Times named Bay Equity among its "Top 100 Fastest-Growing Private Companies" in the Bay Area.

Duties And Responsibilities

• Be the first person to reach out to the client and setup appointments to speak with the loan officer.
• Manage Loan officer client database / CRM
• Assist LO with general administrative tasks related client database and agent partners
• Obtain missing information and initial documents from client
• Input loan application data provided by the LO or borrower/client directly into Encompass or CRM as applicable
• Communicate loan status with referral sources, escrow, Loan Processing, and/or Realtors as needed.
• Set-up meetings with various potential referral partners
• Help manage pipelines
• Build relationships with internal and external partners
• Be advocate for sales/broker offices
• Manage pipeline of 80 to 90 loans
  
  

Minimum Requirements

• High school diploma or equivalent
• 2 plus years of current mortgage banking either as an LO or loan processor
• Familiarity with DU, LP, and Encompass
• Ability to provide outstanding customer service in fast paced environment
• Ability to multitask and to reprioritize tasks as needed
• Self-starter with excellent written and oral communication skills as well as good follow up and organizational skills
• Working knowledge of RESPA, MDIA, HMDA, HOEPA, SAFE ACT and familiar with TILA requirements
• Results oriented
• Ability to collaborate with others in a team setting
• NMLS License is a PLUS
  
  

We offer a comprehensive benefits package including medical, dental, vision, life insurance, 401k, and paid time off. Compensation is based on experience. This is a full-time position.

Bay Equity is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Bay Equity is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact our Human Resources Department at [email protected], or call 415/820-4525.