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Position Title
Production Coordinator - Mortgage Lending
Job Description
Job Status: Full Time
FLSA Status: Non-Exempt
Reports To: Mortgage Manager
Amount of Travel Required: Some-Limited
Work Schedule:
8:00am-5:00pm weekdays with other days and times only on an as needed basis.
POSITION SUMMARY
Production Coordinator will assist the SVP/Mortgage Manager and assigned Mortgage Loan officers in communications with customers to provide a better customer experience and with processors to maintain closing date expectations. This position will assist in gathering customer documentation and attaching to the loan file within the loan operating system and communicate file status to customers and agents. The Production Coordinator will assist with disclosure reviews, the rate lock desk, and answering the mortgage central phone line. This position will also work closely with mortgage loan officers to remove technical exceptions on in-house loans and other such duties that are needed.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
Have a sense of urgency and professionalism in all aspects of the position
Review all documents thoroughly for accuracy and potential issues
Review condition lists provided by processing and assist Loan Officer in gathering needed conditions from customer.
Coordinate with closing agents and brokers, obtain additional documentation where needed
Scan and attach needed documentation to loan file within loan operating system.
Maintain accuracy of loan origination system
Assist team with day-to-day functions based on workload and task allocation.
With the loan officer, coordinate with buyers, sellers, title companies, escrow agents, surveyors and real estate agents to obtain additional documentation
Respond promptly to customer requests, problems and needs.
Handle customer transactions efficiently and accurately.
Adhere to all governmental regulations and bank policies and procedures as directed.
Maintain a positive attitude and working relationship with all team members and customers.
Maintains good punctuality and attendance to work.
Perform all others duties as requested or assigned
POSITION QUALIFICATIONS
Competency Statement(s)
Customer Oriented - Ability to take care of the customers needs while following company procedures.
Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
Relationship Building - Ability to effectively build relationships with customers and co-workers.
Accuracy - Ability to perform work accurately and thoroughly.
Reliability - The trait of being dependable and trustworthy.
Responsible - Ability to be held accountable or answerable for ones conduct.
Adaptability - Ability to adapt to change in the workplace.
Education : High school Diploma or Equivalent
Experience: industry experience preferred but not required.
PHYSICAL DEMANDS
Physical Demands Lift/Carry
Stand C (Constantly)
Walk F (Frequently)
Sit F (Frequently)
Handling / Fingering C (Constantly)
Reach Outward O (Occasionally)
Reach Above Shoulder O (Occasionally)
Climb N (Not Applicable)
Crawl N (Not Applicable)
Squat or Kneel O (Occasionally)
Bend O (Occasionally)
10 lbs or less F (Frequently)
11-20 lbs F (Frequently)
21-50 lbs F (Frequently)
51-100 lbs N (Not Applicable)
Over 100 lbs N (Not Applicable)
Push/Pull
12 lbs or less F (Frequently)
13-25 lbs F (Frequently)
26-40 lbs F (Frequently)
41-100 lbs F (Frequently)
N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)
Other Physical Requirements
Vision (Near, Distance, Peripheral, Depth Perception)
Sense of Sound (Must be able to hear customers and staff talk, hear alarms, etc)
WORK ENVIRONMENT
An office environment in a controlled atmosphere building
Basic Qualifications
Education : High school Diploma or Equivalent
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