Loan Set Up Coordinator jobs in United States
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Summit Funding, Inc. ยท 1 day ago

Loan Set Up Coordinator

positionChicago, IL
timeFull-time
remoteHybrid
seniorityEntry Level
money$20.43/hr - $25.39/hr
date1+ years exp

Summit Funding, Inc. is one of the oldest privately owned top 50 national mortgage lenders, emphasizing a growth mindset and positive culture. The Loan Set Up Coordinator will perform all loan set up functions to ensure a complete and organized file is ready for processing, working closely with the Loan Coordinator and Operations Manager.

FinanceFinancial ServicesLendingWealth Management

Responsibilities

Complete loan set up within 48 hours of receipt
Verify loan file is complete, and Loan Officer has provided completed checklist and CCI, accompanying disclosures, documents, needs list, anticipated or confirmed program/investor, and etc
Return any incomplete loans back to Loan Officer. Send e-mail with list of missing items for completion to Loan Officer and Branch Manager
Order appraisals, preliminaries, flood, verifications, and all other validations required by Summit Funding, Inc
Assist Loan Coordinator(s) with follow up for items requested
Perform all branch file cancellations per current Loan Cancellation Policy
Learn how to properly re-disclose a loan, as needed
Place detailed comments in the conversation log every time a file is handled

Qualification

Mortgage industry experienceEncompass proficiencyWord proficiencyExcel proficiencyOutlook proficiencyDependableVerbal communicationWritten communicationPositive attitudeSelf-motivatedDetail orientedTime management

Required

Prefer a minimum of 1 year of recent experience in the mortgage industry in a Loan Set Up or Junior Processing position with a retail mortgage lender
Must be proficient in Word, Excel, and Outlook applications
Must be proficient in DU/DO, LP, & major Originating systems. Encompass highly preferred
Must have excellent verbal and written communication skills
Must have a positive attitude
Must be dependable, self-motivated, and require minimal supervision
Must be proficient with all guidelines and websites necessary to complete job functions
Must be detail oriented
Must be able to work under pressure to meet deadlines
Must be able to organize, prioritize, and manage time
Candidates must be able to report into the downtown Chicago office as needed, but work from home opportunities will be available

Benefits

We offer a competitive compensation structure
Professional and financial growth through building teams
Professional Coaching and mentoring
Full benefits including 401K with match

Company

Summit Funding, Inc.

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Summit Funding, Inc. is more than just a mortgage company.
dateFounded in 1995
location
Sacramento, California, USA
people-size501-1000 employees
web-link
http://www.summitfunding.net/

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Hardin
Loan Partner
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Alison Everitt
Loan Partner II
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Recent News

Newswire
CMG Home Loans Announces New Hire of Matt Schoolfield, Divisional Sales Manager
2025-11-01
HousingWire.com
Movement to settle dramatic legal battle with Summit
2025-05-02
HousingWire
California-based Summit Funding to cut 72 staffers
2022-10-13
Company data provided by crunchbase