Mortgage Transaction Coordinator (work on weekends)

Application Deadline: 8 May 2025

Department: NightOwl Internal

Employment Type: Full Time

Location: NightOwl Internal

Compensation: ₱20,000 - ₱40,000 / month

Description

Key Responsibilities

• Track Lead Notes received from the Loan Officer (LO) and align Encompass files accordingly.
• Monitor incoming “App Submitted” emails and initiate Encompass file setup to match LO Lead Notes.
• Complete "File Set-up" review upon receiving client applications and documents, including ordering credit, organizing documents in Encompass, and rectifying obvious errors on client applications.
• Send files to the Pre-Approval team upon gathering sufficient documentation for their review.
• Run DU/LP and order appraisals when necessary, if no PIW/ACE is available.
• Issue client needs lists after initial file review and post-pre-approval team's assessment.
• Obtain accurate EOI, VOE’s, and HOA documents upon request from Loan Officer Assistants (LOA)/Processors.
• Ensure the correctness of EOI and other documents at the funding stage to prevent funding delays.
• Maintain a comprehensive tracker of all files on the desk, outlining outstanding items for each file to prevent oversight.
• Open new title orders, acquire wire instructions, assist with phone inquiries, order payoffs, conduct lien searches, and obtain HOA estoppels.
• Keep track of and update pipeline dates.
• Serve as a central point for team communication with clients, third parties, and internal stakeholders.
• Schedule appointments and maintain calendars.
• Prepare reports and assist with loan closing activities.
• Coordinate with title underwriters, attorneys, and other involved parties in the loan process.
• Cultivate positive relationships with customers and ensure excellent customer service throughout the loan process.
• Stay abreast of industry trends and underwriting guidelines.

Skills, Knowledge, and Expertise

• Strong command in English
• Required to work US weekends
• Willing to be on the phone to communicate with stakeholders
• Minimum of 1 year of experience in a title or related role
• Demonstrate excellent customer service skills, along with strong communication and interpersonal abilities.
• Work independently and collaboratively within a team setting, exhibiting a detail-oriented and organized approach.
• Ability to multi-task.
• Stay updated on industry trends and underwriting guidelines.
• Track Lead Notes received from the Loan Officer (LO) and synchronize Encompass files accordingly.
• Monitor incoming “App Submitted” emails, aligning Encompass files with LO Lead Notes.
• Conduct thorough “File Set-up” reviews upon receiving client applications and documents, including credit ordering, Encompass document organization, and rectification of client application errors.
• Forward files to the Pre-Approval team upon gathering adequate documentation for their review.
• Execute DU/LP runs and order appraisals as required, in the absence of PIW/ACE.
• Issue client needs lists post initial file review and after Pre-Approval team evaluation.
• Acquire accurate EOI, VOE’s, and HOA documents upon request from Loan Officer Assistants (LOA)/Processors.
• Ensure document correctness at the funding stage to prevent funding delays.
• Maintain a comprehensive file tracker, identifying outstanding items for each file to prevent oversight.

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Paid leave incentives of 22 days + US holidays
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• In-depth training for career growth
• Great Company Culture and HR experience
• 1,000 PHP De Minimis
• Equipment and software provided