Job Summary

We are seeking a motivated and outgoing Loan Set-Up Analyst to join our team. In this role, you will provide support to our processing team and loan officers, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include sending the file to the investor to send out documents, locking loans, ordering title work, answering phone calls, scheduling appraisals, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication, keen follow up skills, and a friendly demeanor.

Responsibilities

Setting up incoming loans and routing them to the appropriate Investor. Confirming documents are out, signed, and ready to order appraisal and title work.

Managing rate lock calendar and maintain a calendar for clients, appraisals, and title orders

Organize notes in LOS system Arive, for transparency

Write emails, memos, and letters and distribute them appropriately

Contribute to company reports

Maintain an organized filing system

Develop, update, and maintain relevant office procedures

Collecting Documents

Registering Loans with Investors

Qualifications

High school diploma/GED required, Associate’s degree or administrative training is preferred but not required

Previous experience as a Mortgage Loan Set-Up Assistant, processor, or in a similar data entry position.

Familiarity with standard office equipment.

Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint

Highly organized with excellent time management skills and the ability to prioritize tasks.

Benefits/Perks

Competitive Compensation

Paid Time Off

Career Growth Opportunities