Description
Coordinate and support end-to-end processing of consumer and mortgage loans by collecting documentation, verifying data, and moving files through underwriting, closing, and funding. Serve as a liaison among borrowers, loan officers, underwriters, and third parties to ensure accurate, compliant, and timely completion. Provide customer communication, pipeline tracking, and administrative support across the loan lifecycle.
- • Prepare preliminary payment schedules and amortization summaries as needed.
- • Serve as primary point of contact for borrowers to gather required application documents and signatures.
- • Review loan applications for completeness and accuracy before submission.
- • Obtain and compile credit reports, income and asset verifications, and other third-party documentation.
- • Enter and update borrower data in the loan origination system and maintain detailed file notes.
- • Prepare initial disclosures and deliver Loan Estimates within regulatory timelines under loan officer direction.
- • Order appraisals, title work, flood certifications, insurance, and other required services.
- • Verify data consistency across documents and flag discrepancies for review.
- • Calculate preliminary income, assets, debt-to-income ratios, and loan-to-value for internal review.
- • Assemble and submit complete loan files to underwriting and credit for decision.
- • Track underwriting conditions and coordinate timely collection of stipulations from borrowers and third parties.
- • Communicate underwriting decisions and next steps to borrowers and referral partners.
- • Review loan agreements and closing documents for completeness and policy compliance.
- • Coordinate closing dates, times, and logistics with borrowers, title or escrow, and loan officers.
- • Audit fees and invoices and reconcile closing costs and credits prior to closing.
- • Monitor pipeline status, expirations, and milestones, and escalate risks to stakeholders.
- • Ensure compliance with company policies and applicable regulations such as TRID, HMDA, and ECOA.
- • Generate and send adverse action and other standard correspondence as directed.
- • Handle borrower inquiries and complaints, resolving or escalating appropriately.
- • Maintain and update credit and loan files, archiving documents per retention policy.
- • Support post-closing by collecting trailing documents and curing deficiencies.
- • Prepare funding packages or requests and confirm satisfaction of pre-funding conditions.
- • Collaborate with loan officers to explain loan options and process steps to applicants.
- • Coordinate with underwriters, processors, and closers to resolve file issues.
- • Produce regular pipeline and status reports for management and referral partners.
- • Assist with lead intake, prequalification requests, and referral tracking.
- • Stay current on loan products, guidelines, system updates, and process changes.
- • Contact creditors or employers to verify information and clear discrepancies.
- • Protect borrower information and ensure secure handling of personally identifiable information.
- • Support audits and quality control reviews with timely document retrieval and responses.
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Financial Services
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O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
