Loan Set Up Coordinator

Summit Funding, Inc. is one of the oldest privately owned top 50 national mortgage lenders, emphasizing a growth mindset and positive culture. The Loan Set Up Coordinator will perform all loan set up functions to ensure a complete and organized file is ready for processing, working closely with the Loan Coordinator and Operations Manager. Responsibilities Complete loan set up within 48 hours of receipt Verify loan file is complete, and Loan Officer has provided completed checklist and CCI, accompanying disclosures, documents, needs list, anticipated or confirmed program/investor, and etc Return any incomplete loans back to Loan Officer. Send e-mail with list of missing items for completion to Loan Officer and Branch Manager Order appraisals, preliminaries, flood, verifications, and all other validations required by Summit Funding, Inc Assist Loan Coordinator(s) with follow up for items requested Perform all branch file cancellations per current Loan Cancellation Policy Learn how to properly re-disclose a loan, as needed Place detailed comments in the conversation log every time a file is handled Skills Prefer a minimum of 1 year of recent experience in the mortgage industry in a Loan Set Up or Junior Processing position with a retail mortgage lender Must be proficient in Word, Excel, and Outlook applications Must be proficient in DU/DO, LP, & major Originating systems. Encompass highly preferred Must have excellent verbal and written communication skills Must have a positive attitude Must be dependable, self-motivated, and require minimal supervision Must be proficient with all guidelines and websites necessary to complete job functions Must be detail oriented Must be able to work under pressure to meet deadlines Must be able to organize, prioritize, and manage time Candidates must be able to report into the downtown Chicago office as needed, but work from home opportunities will be available Benefits We offer a competitive compensation structure Professional and financial growth through building teams Professional Coaching and mentoring Full benefits including 401K with match Company Overview Summit Funding, Inc. is more than just a mortgage company. It was founded in 1995, and is headquartered in Sacramento, California, USA, with a workforce of 501-1000 employees. Its website is