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Loan Coordinator/ Customer Service Representative

Salary
Competitive
Employment
Full Time
Work Place
Office
Real Estate Field
Location
Irvine
 CA
Postal Code
92614
Country
United States

This job is no longer active.

Description


Job Summary:

A Loan Coordinator will be responsible for obtaining all required diligence documents from borrower team and coordinating third party vendors and the deal team in connection with each loan. A Loan Coordinator will work closely with senior management, clients, internal teams and various third parties.

Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.
  • Work with legal counsel, title and escrow, deal team and third-party vendors to coordinate the kick-off, checklist and welcome email transmission, diligence document upload, bank account set-up, title review, document preparation and third-party vendor review of diligence documents
  • Manage loan life cycle in pipeline and coordinate and drive communication between deal team, including underwriting and originations to ensure that diligence documents are uploaded into Salesforce in a timely manner
  • Facilitate kick-off and check-in calls, as well as prepare and update diligence checklists for deal team
  • Communicate with borrowers, third parties and internal business partners during diligence to facilitate efficient underwriting and loan closing
  • Coordinate and review background and credit search, engage the title company by providing initial quotes to borrower team, vet third party title companies, as well as coordinate the set-up of bank accounts related to cash management
  • Coordinate with internal deal teams and external vendors regarding pipeline forecasting
  • Assist with warehouse financing draws
  • Assist with securitization
  • Ensure closing packages in Salesforce are complete and facilitate boarding of closed loans with servicer
  • Effectively apply project coordination and loan closing standards and develop best practices and processes for closings
  • Additional duties as requested by management
Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.
  • Bachelor's degree, or equivalent work experience
  • Minimum 2 years commercial real estate loan closing and funding experience
  • Escrow and title experience are pluses
  • Proficiency in Word, PowerPoint and Excel
  • Strong written and verbal communication skills
  • Strong attention to detail and organizational skills
  • Exceptional internal and external customer service
Working Conditions:
  • Typical office environment with no unusual exposures
  • Extensive use of computer, keyboard and office equipment
  • Occasional Overtime
 

Job Sector


 

Experience


2+ to 5 years


This job is no longer active.

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