Job Summary We are seeking a motivated and outgoing Loan Set-Up Analyst to join our team. In this role, you will provide support to our processing team and loan officers, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include sending the file to the investor to send out documents, locking loans, ordering title work, answering phone calls, scheduling appraisals, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication, keen follow up skills, and a friendly demeanor. Must have experience using Arive LOS and loan registration Experience.
Responsibilities
Setting up incoming loans and routing them to the appropriate Investor. Confirming documents are out, signed, and ready to order appraisal and title work.
Managing rate lock calendar and maintain a calendar for clients, appraisals, and title orders
Organize notes in LOS system Arive, for transparency
Write emails, memos, and letters and distribute them appropriately
Contribute to company reports
Maintain an organized filing system
Develop, update, and maintain relevant office procedures
Collecting Documents
Registering Loans with Investors
Communication with Loan Officers and Operations on Disclosure status
Qualifications
High school diploma/GED required, Associate’s degree or administrative training is preferred but not required
Previous experience as a Mortgage Loan Set-Up Assistant, processor, or in a similar data entry position.
Familiarity with standard office equipment.
Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
Highly organized with excellent time management skills and the ability to prioritize tasks.
Benefits/Perks
Competitive Compensation
Paid Time Off
Career Growth Opportunities
Numbers & Facts
Location
Duluth, GA
Job Type
Full-time
Skills
Analysis Skillsunmatched
Calendar Managementunmatched
Computer Skillsunmatched
Data Entryunmatched
Establish Prioritiesunmatched
Follow Throughunmatched
High School Diplomaunmatched
Loan Documentsunmatched
Loan Operationsunmatched
Loan Processingunmatched
Loansunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Mortgage Lendingunmatched
Office Equipmentunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Presentation/Verbal Skillsunmatched
Real Estate Appraisalsunmatched
Telephone Skillsunmatched
Time Managementunmatched
Training/Teachingunmatched
Writing Skillsunmatched
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