Loan Coordinator / Mortgage Operations Specialist

We are seeking a highly organized and detail-oriented Loan Coordinator / Mortgage Operations Specialist to join our growing mortgage team. This position plays a critical role in ensuring every loan file moves efficiently from application through processing. The ideal candidate is proactive, thrives in a fast-paced environment, communicates well with borrowers and team members, and is committed to providing an exceptional client experience.

What We're Looking For

The ideal candidate is someone who:

• Takes ownership of their work.
• Anticipates issues before they become problems.
• Enjoys creating organized systems and keeping files moving.
• Works well in a collaborative, fast-paced environment.
• Wants to grow with a high-performing mortgage team.

Work Location: This is an in-person position based in our Wallingford, Connecticut office. Candidates should be available to work Monday through Friday from 9:00 AM to 5:00 PM.

Responsibilities

• Prepare and issue initial loan disclosures accurately and promptly.
• Request and organize documentation from borrowers during the pre-underwriting process.
• Submit TBD (To Be Determined) underwriting approvals when appropriate.
• Coordinate with LOA1 regarding lead intake, file setup, and new loan review.
• Submit complete loan files to the processing department.
• Monitor and oversee the active loan pipeline to ensure milestones and deadlines are met.
• Attend weekly pipeline meetings every Tuesday and Thursday to provide file updates and identify potential issues.
• Occasionally assist with pre-qualifying and pre-approving homebuyers.
• Maintain accurate loan records and ensure compliance with company and investor guidelines.
• Provide administrative support to the mortgage team as needed.
• Assist with special projects and operational initiatives to improve workflow and efficiency.

Qualifications

• Previous mortgage, banking, or real estate industry experience preferred.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple files and priorities simultaneously.
• High attention to detail and accuracy.
• Proficient with Microsoft Office and mortgage loan origination systems (experience with Encompass is a plus).
• Ability to work independently while collaborating effectively with a team.
• Professional, dependable, and customer-service oriented.