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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan processing, borrower communication, and document analysis while maintaining compliance with corporate policies and regulatory requirements. Proven ability to manage pipelines effectively and enhance the borrower experience through collaboration and process improvement.
Highest-signal resume keywords
Loan ProcessingDocument AnalysisEffective CommunicationPipeline ManagementProblem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Automated Underwriting SystemsLoan ApplicationsCredit AnalysisIncome DocumentationAsset DocumentationDetail OrientationMultitaskingTime Management
Soft Skills
Team PlayerInitiativeOpen to FeedbackCoachingMentoring
Tools & Technologies
Tinman
Industry Keywords
Real EstateMortgageInsuranceBorrower OutreachQuality Control
About the role
Key responsibilities & impact- Serve as the primary point of contact for borrowers throughout the loan process via phone, email, voicemail, and SMS/chat — maintaining a minimum average of 60–80 outbound calls per day
- Proactively manage a pipeline in a timely and accurate manner — conducting check in calls with borrowers, following up on outstanding items, and keeping notes, file statuses, and tasks always current in internal system- Tinman
- Handle borrower outreach for suspension and missing documentation — communicate clearly on what is needed, set expectations, and resolve ready-for closing blockers and quality control conditions
- Understand loan applications, automated underwriting systems (DU/LPA), and credit, income, and asset documents; prepare loans adequately for initial underwriting review.
- Collaborate with Internal teams like Title, HOA, and Homeowners Insurance to expedite required documents for loan processing; escalate internal and third-party delays proactively.
- Coordinate with Loan Consultants and Coordinators to determine file status, manage lock extensions, and support the Loan Coordinator throughout the loan process.
- Flag Internal system discrepancies, pipeline issues, or escalation needs to the assigned Coordinator or Team Lead proactively; always comply with corporate policies and regulatory requirements.
- Demonstrate initiative to identify process improvements and enhance the borrower experience; work collaboratively with the team and be open to coaching, feedback, and mentoring.
Requirements
What you’ll need- Prior real estate, mortgage, and/or insurance experience required; minimum 2–3 years preferred.
- Effective verbal and written communication skills in English — essential for daily borrower, lender, and internal team interactions.
- Proficiency in analyzing documents with meticulous attention to detail; focused and detail-oriented.
- Ability to multitask and prioritize competing priorities with tight deadlines in a fast paced environment.
- Problem-solving and critical thinking skills with initiative to suggest ideas for process and technology improvements.
- Team player passionate about helping teammates and providing the best possible experience for customers.
- Open to coaching, feedback, and mentoring.
- Willingness to perform repetitive job duties with a long-term goal of becoming a subject matter expert and/or potential for lateral/upward job movement.
Benefits
Comp & perks- Health insurance
- Flexible working hours
- Professional development opportunities
