Loan Processor - ansmt

Mortgage Loan Processor

📍 _Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment._

Are you detail-oriented, organised, and passionate about helping clients through the loan process? We’re looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan submissions from application through settlement.

What You’ll Do:

📄 Document Management

• Send document checklists to clients
• Follow up on missing or incomplete requirements
• Verify the accuracy and validity of documents

💰 Lender Pricing & Proposal Preparation

• Complete lender pricing requests
• Order valuations when needed
• Review lender policies to ensure accurate loan structuring
• Prepare high-quality credit proposals

📥 Data Entry & Loan Submission

• Enter client and loan data into CRM and lender portals
• Upload all supporting documentation
• Submit the full loan application to the lender

🔄 Managing Conditions & Client Follow-ups

• Gather outstanding documents to satisfy lender conditions
• Coordinate closely with clients to ensure timely completion
• Present final files for broker review before re-submission

🏡 Valuation Coordination

• Order valuations (if not done earlier)
• Follow up on valuation progress and address any valuation concerns

✔️ Formal Approval & Settlement Prep

• Communicate formal approval updates to both broker and client
• Assist in preparing the file for the settlement stage