Mortgage Production Coordinator

Full-time/Part-time

Shift

Location

• St Petersburg, FL, USA
• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Act as a point of contact with client after the initial loan decision, setting expectations regarding the timeline of the application process. Communicate current progress of the application and timeline of closing process. Communicate required conditions and/or documentation to client and set expectations regarding the timeline of returning required documentation. Collect supporting documentation from client based on underwriting conditions and AUS requirements, and upload to the eFolder. Meet regularly with Mortgage Advisor to manage and review mortgage pipeline. Provide stats updates, as applicable. Work with Mortgage Advisor to manage client escalations. Review Closing Disclosure with Mortgage Advisor and Client to ensure fees and cash are consistent with commitment to client. Review file to ensure completeness of application and all required supporting documentation and escalate file needs to the Mortgage Advisor or Mortgage Processing Manager. Monitor Regulation B timing of each loan in the pipeline to ensure the Notice of Incompleteness (NOIs) are sent, files are sent back to Underwriting, files are closed for incompleteness, and to ensure files are being decisioned within the Reg B requirements -- and within a timely manner and in accordance with Reg B. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.