Mortgage Set Up Coordinator

Howard Hanna Real Estate Services
Buffalo, NY

Job Description

Job Description

Set Up Coordinator
*This position is eligible to sit in our Buffalo, Cleveland or Pittsburgh office*

JOB SUMMARY:

Review application in system to be sure the Mortgage Loan Originator has
entered all information correctly, including names, social security
numbers, property addresses, etc. Validate/Order third party verifications
(appraisal, employment, survey, etc.) and be sure items are returned in a
timely manner. Assist in helping Operations Support Manager with all new
orders and questions by Visionet. Work with OSM to improve and simplify
process’.

DUTIES AND RESPONSIBLITIES:
  • Open all new application files once processed by Visionet
  • Process and deposit all application fee checks
  • Set-up loan files and order verifications if required on transaction.
  • Order case numbers on government loans, including FHA Case
    Transfers/Cancellations
  • Review application package for required program, Company, Agency, Investor, RESPA and ECOA compliance. Be sure all correct disclosures have been given to customer.
  • Answer all incoming calls for the processing team and act as liaison for borrowers, realtors and other third parties.
  • Obtain Written/Verbal Verifications of Employment for borrowers
  • Pre-start title and escrow work
  • Request appraisal when all documentation is received
  • Be sure files move through set-up to processors within 48-72 hours of receipt.
  • Complete all emailed requests from Mortgage Loan Originations within 24 hours of receipt.
  • Prepare, if applicable, the “Decline Letter”, and ensure accurate
    disclosure of the reason(s) for the adverse action at whatever time
    during the processing period it is determined that applicants do not
    qualify.
  • Put information in system for declination and send check
    request to refund customer any funds due them.
  • Complete invoice reporting for Third Party companies and submit to
    management for approval
  • Upload received loan information from third parties or borrowers into Image Document Software
  • Perform all other duties and tasks as may be directed by the employee’s supervisor and/or management.

    JOB DIMENSIONS:
    Internal Relations: Works regularly with Mortgage Loan Originator, processors and closers
    External Relations: Realtors, Appraisers, credit bureaus, title companies and borrowers.

    POSITION SPECIFICATIONS/REQUIREMENTS:
  • Minimum of a high school diploma and up to 1 year in office environment, preferably some banking experience.
  • Computer skills
  • Great Time management skills to manage workload and meet deadlines.
salary range is $45-50K based on experience and job location HowardHanna.com
Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

Powered by JazzHR

5xXDMPcTF0

Posted 2025-07-30

Recommended Jobs

Repair Shop Helper

Power-Flo Technologies Inc
Auburn, NY

Job Description Job Description Our Auburn Pump and Motor Repair Shop is looking for a Shop Helper to join the team. This is a great opportunity for recent graduates of HVAC and automotive prog…

View Details
Posted 2025-07-28

Ultrasound Tech (Ob/Gyn, Per Diem)(SEIU)

Boston Medical Center
Albany, NY

POSITION SUMMARY : Under the general supervision of the Ultrasound Supervisor, the Ultrasound Technologist provides skill and initiative to the department mission through interactions with staf…

View Details
Posted 2025-07-30

Licensed Practical Nurse (LPN)

United Hebrew of New Rochelle
New Rochelle, NY

Job Description Job Description Location: United Hebrew Job Type: Full-Time/Part-Time/Per Diem About Us: United Hebrew is committed to providing high-quality care and support to our resi…

View Details
Posted 2025-07-28

Associate Dentist

ETS Dental
Syracuse, NY

Associate Dentist Career Opportunity An established, busy practice located just north of Syracuse has an opening for a full-time Associate Dentist, who ideally would like to become a partner or…

View Details
Posted 2025-07-29

External Wholesaler/Final Expense (Remote)

Afficiency
New York, NY

Job Description Job Description Company Description Afficiency is a rapidly growing Insurtech company whose mission is to provide life insurance to everyone via both our proprietary platform…

View Details
Posted 2025-07-29

Medical Billing Manager

Agility Billing Services
Ronkonkoma, NY

Job Description Job Description Position Summary The Medical Billing Manager is responsible for overseeing the day-to-day operations of the billing department, ensuring the accurate and timely…

View Details
Posted 2025-07-28

Accounts Receivable Specialist

Robert Half
Schenectady, NY

Job Description Job Description We are currently seeking an experienced Accounts Receivable Specialist for our client in Schenectady, NY. This is a full-time, in-person, temp-to-hire role suppor…

View Details
Posted 2025-07-29

Sales Associate - Optical

America's Best
Schenectady, NY

America's Best is part of National Vision, one of the largest optical retailers in the United States. The America’s Best brand continues to grow, with 1000+ stores and counting. Each location com…

View Details
Posted 2025-07-29

Fine Dining Server SC

The Onion Tree
Sea Cliff, NY

The Onion Tree located on the North Shore of Long Island in the beautiful town of Sea Cliff is hiring Full and Part Time Servers to join our team and help us expand our brand. Led by Chef Jay Jadeja…

View Details
Posted 2025-07-31