Loan Processor

• Independently coordinate and manage meetings, property site visits, due diligence activities, and key transaction milestones to support loan originations and underwriting efforts.
• Assist in preparation, review, and submission of CPC applications, underwriting packages, Agency Multifamily loan processing documentation, and related materials, ensuring accuracy, completeness, and compliance with program requirements.
• Serve as a primary point of contact among Underwriters, Analysts, Originators, Agency Multifamily representatives, borrowers, and third-party vendors to drive transactions forward and proactively resolve issues.
• Independently assess documentation requirements for new loan originations and ensure all underwriting package components are collected, reviewed, and submitted within established deadlines.
• Manage and oversee outstanding items lists and due diligence tracking, proactively communicating with borrowers, sponsors, and internal stakeholders to ensure timely delivery of required documentation.
• Maintain, validate, and reconcile information within agency, company, and loan origination systems, ensuring data integrity throughout the transaction lifecycle.
• Partner closely with Underwriters and Originators to ensure complete submissions and the preparation of materials for internal and external approval processes.
• Coordinate the ordering, monitoring, and distribution of third-party reports, ensuring timely delivery and resolution of issues that may impact underwriting or closing timelines.
• Monitor changes to Freddie Mac, Fannie Mae, CPC, and other applicable program requirements and provide recommendations to enhance internal processes and controls.
• Conduct comprehensive reviews of loan files to confirm completeness, identify potential submission concerns, and escalate material issues as appropriate.
• Participate in special projects, process improvement initiatives, training efforts, and other strategic departmental objectives.

Senior Analyst in multifamily lending supporting loan processing team

Senior Agency Loan Processor – Multifamily Lending

Senior Analyst in multifamily lending overseeing loan processing and ensuring compliance with underwriting. Work closely with borrowers, underwriters, and the agency team on critical financial transactions.

• Plays a key role in delivering a smooth and positive mortgage experience for customers
• Reviewing, verifying, and preparing complete loan files for Underwriting and Closing
• Acts as the central point of communication between loan officers, assistants, builders, real estate partners, and customers
• Maintains knowledge of all policies and modifications to the guidelines and standards of the company, federal housing programs, investors, and private mortgage insurers
• Maintains and updates loan application information within loan origination software and other applications
• Orders appraisals, title, survey, verifications, and any other items required for loan approval; conducts regular follow-ups with outside sources regarding outstanding documents
• Verifies the data collected, analyzes, and decides whether it meets guidelines or if other documentation is needed
• Ensures loan application is in compliance with underwriting, investor, RESPA, and HMDA guidelines
• Calculates income, reviews assets and liabilities
• Reviews all disclosures for completeness and compliance
• Completes final evaluation and analysis of completed application packages and submits eligible files specifying any applicable conditions
• Monitors rate lock information for data integrity and expiration dates; communicates discrepancies to the Loan Officer
• Updates loan officer, loan officer assistant, realtors, builders and customers on loan status
• Maintains communication with customers throughout the loan process, assisting them with any questions and notifying them of any additional requirements
• Senior Processors may provide training and guidance to other Processors on the team.

Loan Processor ensuring a smooth mortgage experience for customers at Universal Lending Corporation

Loan Processor ensuring a smooth mortgage experience for customers at Universal Lending Corporation. Responsible for reviewing and preparing loan files for Underwriting and Closing.

• Process residential mortgage and equity loan applications
• Ensure compliance with policies and procedures
• Manage loan process from application submission to closing
• Work with team and borrowers to gather required documents
• Interact with third-party vendors for verifications and documentation
• Update loan information in the origination system
• Ensure loans are ready for closing
• Promote customer loyalty by providing superior service

Senior Virtual Loan Processor managing mortgage applications and customer relationships

Senior Virtual Loan Processor

Senior Virtual Loan Processor managing mortgage and equity loan applications. Ensuring compliance while working closely with borrowers and third-party vendors to facilitate smooth loan closings.

• Provide quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer.
• Review and analyze borrower’s credit, employment, income, and assets as required by the loan program before submitting to underwriting.
• Assemble the complete loan package in proper order for underwriting.
• Verify all required documentation (pre-underwrite) in the file.
• Complete the required loan checklist.
• Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents.
• Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
• Manage pipeline by completing and submitting reports within allotted turn-around times.
• Document all communication related to the loan application in the conversation log.

Reverse Loan Processor obtaining documentation for loan underwriting at CrossCountry Mortgage

Reverse Loan Processor

Reverse Loan Processor responsible for obtaining documentation for loan underwriting at CrossCountry Mortgage. Ensuring compliance with regulations while communicating with customers and loan officers.

• Providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer
• Provides proper disclosures when required by applicable local, state, and federal regulations
• Perform a thorough review and analysis of borrower’s credit, employment, income, and assets as required by the loan program before submitting to underwriting
• Assemble the complete loan package in proper order for underwriting
• Verify all required documentation (pre-underwrite) in the file
• Complete the required loan checklist
• Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting
• Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan
• Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures
• Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information
• Manage pipeline by completing and submitting reports within allotted turn-around times
• Assist set-up of loans
• Document all communication related to the loan application in the conversation log
• Train and assist supervision of new Loan Processors and other processing personnel
• Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors
• Available to work varying hours and overtime if needed

Loan Processor managing documentation for residential mortgage applications

Loan Processor providing quality customer service in obtaining documentation for underwriting residential mortgage loans. Requires 5+ years of processing experience and knowledge of various loan types.

Loan Processor jobs in New York

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Senior Agency Loan Processor – Multifamily Lending

Loan Processor

Senior Virtual Loan Processor

Reverse Loan Processor

Loan Processor