Job Posting for Loan Set-Up Coordinator at PrimeLending, A PlainsCapital Company

Job Description

Under the direction of the Branch Manager or Operations Manager, assists branch staff with loan file set-up. �

Responsibilities

Assembles and logs file documents submitted by loan originators and distributes to processing staff.
Assists loan originators and processors by ordering property related items as needed. (i.e., appraisals, title, insurance, etc.)
Assists processors in obtaining VOE, VOR, and other documents as needed.
Reviews file documents to verify appropriate documents and disclosures are included.
Uploads documents and information into appropriate software programs.
Reviews and prepares invoices for payment and tracks to verify payments have been made.
May assist with receptionist duties and cover telephones for processors when necessary.
Assists with managing office supplies and office equipment.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
Other functions as needed.

Qualifications

High School Diploma required
Minimum of 1 year processing experience.
Excellent written and verbal communication skills.
Excellent organizational and time management skills.
Demonstrated ability to interact effectively with branch, regional and corporate personnel, as well as title companies, appraisers, etc.
Demonstrated judgment and decision making ability.
Must be available to work all regularly scheduled hours; arriving at scheduled reporting time and at the prescribed time after any breaks or lunch periods.
Must be able to work overtime, as required.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

About Us

PrimeLending, a PlainsCapital Company®, is a people-first company on a mission to make the home loan process simple and stress-free. Since 1986, we’ve been working together as a team to support our customers, co-workers and communities and make a positive impact on all the lives of all we serve. Whether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience.

Award-Winning Culture

Known for having an empowering, supportive culture, PrimeLending is a place where each individual has an important voice, can be themselves and thrives. Our organization exudes an infectious spirit of optimism and humanity, making PrimeLending a great workplace.

#7 2023 Energage Top Workplaces in the USA 1
# 11 2023 Energage Top Workplaces in Financial Services 1
Top 25 2023 Fortune Best Workplaces for Women™ 2
Top 25 2023 Fortune Best Workplaces in Financial Services™ 2
Top 50 2023 Fortune Best Workplaces for Millennials™ 2
#11 2023 Fortune Best Workplaces in Texas™ 2
Scotsman Guide 2024 Top Workplaces 3 (Editor’s Pick)
#7 2023 Dallas Morning News Top Workplaces 4

Key Facts About PrimeLending

Established in 1986
Part of Hilltop Holdings Inc. (NYSE: HTH) a diverse financial services company
#11 2023 Top Retail Volume, Scotsman Guide
#15 2023 Top Overall Volume, Scotsman Guide 3
400 purchase, renovation, refinance and reverse mortgage products
National lender with coverage in all 50 states
2023 Best-in-Class Lender in 4 categories by MortgageCX 5
Branches located in 42 states
96% customer satisfaction rating 6
4.9 national average star rating on Google
22,000 five star Zillow reviews

1 Energage Top Workplaces Awards

2 Great Place to Work

3 Scotsman Guide

4 The Dallas Morning News

5 MortageCX

6 Survey administered and managed by an independent third party following loan closing. PrimeLending received an overall 96% Customer Satisfaction Rating for the period 1/1/23-12/31/23.

About The Team

The Retail Operations team's main focus is to ensure smooth and efficient processing of mortgage applications while providing exceptional customer service throughout the lending process. Our primary objective is to support the origination and fulfillment of mortgage loans for retail customers through various tasks and responsibilities. Our mission revolves around people, from loan officers to local operations and corporate support teams, all working toward a common goal of delivering outstanding service. We take pride in exceeding customer expectations and playing a vital role in helping them achieve their dreams by supporting our production team to close more loans.

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Loan Set-Up Coordinator

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