The **Mortgage Loan Processing & Third-Party Follow-Up Assistant** supports the loan processing team by managing third-party follow-up, data entry, documentation, and pipeline coordination from loan application through closing. This position focuses on execution rather than underwriting or loan decision-making. The primary responsibility is ensuring every outstanding condition, document request, and third-party requirement is completed accurately and on time. The ideal candidate is highly organized, persistent, detail-oriented, and comfortable communicating with multiple third parties while maintaining accurate loan records across the Loan Origination System (LOS), CRM, and pipeline tracker. Success in this role requires excellent organizational skills, persistence, strong follow-up discipline, and exceptional attention to detail. --- # Key Responsibilities ## Pipeline & Loan Tracker Management * Review the mortgage pipeline each morning and establish daily priorities. * Maintain an accurate and current pipeline tracker. * Prioritize files based on scheduled closing dates. * Monitor outstanding conditions and required documentation. * Ensure every active file has documented next steps. * Identify files at risk of delays and escalate proactively. * Maintain accurate pipeline notes throughout the loan lifecycle. --- ## Third-Party Follow-Up * Coordinate with title companies regarding commitments, surveys, payoff statements, and closing documentation. * Follow up with HOA and condominium management companies regarding questionnaires, insurance documentation, assessments, and compliance requirements. * Coordinate with insurance providers regarding mortgage clauses, evidence of insurance, and required documentation. * Communicate with appraisal companies regarding inspections, reports, and valuation updates. * Follow up on employment verification and income documentation. * Coordinate with lender underwriting teams regarding outstanding loan conditions. * Maintain persistent communication until all required items are received. --- ## Data Entry & Loan Origination System (LOS) * Enter borrower, co-borrower, property, and loan information into the Loan Origination System. * Verify imported loan data for accuracy. * Maintain accurate records across both the LOS and CRM. * Update borrower and third-party contact information. * Ensure all loan records remain current throughout processing. --- ## Documentation & E-Signature Coordination * Prepare Letters of Explanation when requested. * Coordinate electronic signature requests. * Follow up on unsigned documentation. * Ensure required documentation is completed before underwriting deadlines. * Maintain organized electronic loan files. --- ## Credit Processing Support * Verify signed credit authorization forms before processing requests. * Support credit report requests as instructed. * Process borrower opt-out requests when applicable. * Maintain compliance with company procedures. --- ## Conditions Management * Categorize incoming underwriting conditions. * Prioritize third-party conditions requiring longer turnaround times. * Communicate specific documentation requests to borrowers. * Upload cleared conditions promptly. * Maintain accurate condition tracking throughout the loan process. --- ## Broker & Correspondent Loan Support ### Broker (Wholesale) Loans * Support third-party follow-up. * Maintain accurate fee entries. * Coordinate required documentation. * Monitor processing timelines. ### Correspondent Loans * Assist with closing package preparation. * Verify document consistency. * Coordinate investor package submissions. * Support post-closing documentation and file organization. --- ## Reporting & Performance Tracking * Maintain accurate pipeline reporting. * Provide daily updates on outstanding files. * Report loan progress during pipeline meetings. * Identify files at risk of closing delays. * Support compliance reporting. * Communicate operational bottlenecks to leadership. --- ## Additional Responsibilities * Maintain complete third-party contact information. * Support post-closing document organization. * Identify process improvement opportunities. * Assist with ongoing administrative support for the loan processing team. * Maintain professionalism when communicating with borrowers, vendors, and lending partners. ## Qualifications ### Required * Minimum of **2 years of experience** supporting U.S. mortgage loan processing or working as a Mortgage Processing Assistant. * Fluent written and spoken **English** with strong professional communication skills. * Fluent written and spoken **Spanish**. * Comfortable communicating with borrowers, lenders, title companies, insurance agents, HOA representatives, and other third parties by phone and email. * Working knowledge of **Loan Origination Systems (LOS)** and lender portals. * Strong data entry skills with exceptional attention to detail. * Experience managing multiple loan files simultaneously while meeting…
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