Loan Coordinator
Location: Saint Petersburg
Posted on: June 23, 2025
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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: , Clearwater , Loan Coordinator, Accounting, Auditing , Saint Petersburg, Florida
