Loan Account Coordinator

Essential Duties & Responsibilities

• Establish and maintain relationships with clients and referral partners to retain existing business and attract new.
• Enter prospective new loan applications into the loan origination system. Prepare Estimated Settlement Statements and LOI’s as necessary on all loan structures.
• Reconcile and organize all application information received and review items for qualification.
• Order and secure all third‑party documents such as title, credit reports, appraisal and any other items required on the loan files.
• Act as a liaison between clients, internal staff, brokers, title companies, etc. to respond to inquiries, provide status updates and obtain all necessary documentation required for the file.
• Manage a loan pipeline of 20 to 25 loans, resolving any problems or conditions in an expeditious manner as the file moves through the process, from initial receipt through funding.
• Prepare and review mortgage loan files to ensure compliance with investor guidelines. Submit files outside of guidelines to Credit Committee for approval.
• Ensure that all loan files submitted to underwriting are complete and accurate.

This requires pre‑underwriting of the borrower and loan file. (Loan structure, loan terms, cash reserves, borrower experience, escrow/title documentation, and initial evaluation of risk)

• Perform related duties and special projects as assigned

Requirements

• Experience as a loan processor preferred.
• Superb interpersonal, written and verbal communication.
• Ability to provide exemplary service to clients and co‑workers.
• Excellent organizational and time management skills with attention to detail.
• Ability to manage multiple tasks and deadlines simultaneously to maintain a high‑volume workload in a fast paced, deadline driven environment
• Candidates should have a strong ability to prioritize and multitask without being micro‑managed to meet multiple deadlines and work well in a team environment.

Work Environment

The preference is for this role to be a hybrid position which requires in‑office reporting to Anchor’s Thousand Oaks, CA offices.

Remote opportunities are also available to those not located near the area.

Compensation

The base pay range for this position is $26-$30/hour plus performance‑based bonus.

What We Offer

• Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
• Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
• Highly competitive performance bonus
• 401(k) retirement program with employer match
• Tuition reimbursement toward professional development
• Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
• Onsite gym (Thousand Oaks only)
• 12 Paid Holidays

Diversity matters to our organization, and we are proud to be an equal opportunity employer.

All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

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