Mortgage Loan Set Up Coordinator

Mortgage Loan Set Up Coordinator

Location: New York


Hamilton & Chase has an excellent career opportunity for a mortgage professional:


The Mortgage Loan Set Up Coordinator performs detailed data gathering and documentation of first mortgage loan applications.


Data Assembly 100%

Organizes and assembles documentation in compliance with FHA, VA, FHLMC and FNMA requirements;

Reviews entire loan file for check list verification of initial documents;

Enters loan file data into computerized processing system;

Orders all initial setup documents, appraisals, and preliminary title and escrow requirements;

Prepares written verifications and correspondence required for file documentation;

Communicates verbally or in writing with applicants, loan officers, and vendors to expedite file documentation.

Expedites the return of all information and documents to complete file for submission to processor;

Performs other duties as assigned.


Knowledge, Skills and Abilities

Working knowledge of FHA, VA, FNMA and FHLMC underwriting guidelines;

Skill in the operation of a personal computer to include Internet/Intranet, operating system, word processor, calendar, and scheduling software;

Skill in the operation of standard mortgage processing software;

Ability to keyboard accurately;

Ability to coordinate a variety of duties simultaneously and prioritize multiple tasks;

Ability to communicate effectively, both verbally and in writing;

Ability to lift 25 pounds;

Ability to train other employees utilizing a training plan and current procedures;

Ability to maintain regularly scheduled attendance;

Ability to establish and maintain effective working relationships; and

Must be able to relate appropriately to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instruction, and communicating with others; and (c) respond appropriately to constructive feedback from a supervisor.


A high school diploma or GED equivalent and one year government and conventional loan processing experience preferred.

TAKE NOTICE: Hamilton Chase is part of the Chase Hamilton Financial Services Group PLC. And as independent financial advisors the group strives to provide pragmatic, impartial research and advice into the financial services world.