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Loan Set Up Coordinator

Katy, Texas
Loan Set-Up Coordinator - Based in Katy, TX 

Job Summary
• Input initial borrower data into company LOS and system of record
• Gather loan documents from consumers
• Liaison between Mortgage Loan Originator and Loan Processor
• Provide Concierge Service to our customers and referral partners
• Review disclosures for signatures, dates and accuracy.
• Orders, follow-up and review services such as Title commitment, Appraisal, Survey, Verification of
employment, Verification of deposit and Tax transcripts
• Communicate with consumers to ensure loan files are properly moving forward
• Ensures loan file meets minimum LO submission standards prior to forwarding to the processing
team

Requirements for Loan Setup Coordinator
• 1- 2 years’ mortgage experience in the mortgage industry
• Excellent customer service and communication skills and willing to go above and beyond for
customers and team
• Proficiency with MS Office Suite, Encompass 360, email and web research
• Able to work in a team environment and possess excellent time management skills (multi-tasker)
www.jba.com 

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