Loan Process Coordinator

Mortgage Trust • Portland, OR

2d • Onsite

About The Position

Mortgage Trust is seeking a Loan Process Coordinator to join our local and nimble Portland mortgage brokerage. Our mission is to improve the financial lives of our clients, business partners, and teammates by empowering them to pursue their goals and dreams. We are a relationship-focused, growth-oriented company with a collaborative culture that emphasizes excellence and generosity. This role supports loan originators and processors from application through post-close, allowing Loan Officers to focus on client and partner relationships. The position handles administrative and processing duties, including LOS entry, document management, order outs, condition collection, pipeline milestone tracking, and borrower and partner communication. The ideal candidate will also manage post-closing relationship touches like check-ins, gifting, and the birthday card program.

Requirements

• 1-2 years mortgage industry experience (loan officer's assistant, title company, or processor experience preferred)
• 2-3 years in a deadline-driven, regulated adjacent field like real estate, title, escrow, insurance, legal, or financial services
• Process-driven and able to manage a pipeline of tasks
• Honest and transparent, respectful of confidentiality
• Curious and committed to continuous learning
• Collaborative – shares context, loops people in, and does not operate in a silo
• Able to independently advance loan files through proactive communication with borrowers, third parties, and team members
• Comfortable navigating multiple lender portals and tools

Nice To Haves

• Mortgage industry experience is preferred

Responsibilities

• Complete and verify loan applications in LOS (Encompass)
• Organize, classify and maintain digital file storage throughout the origination process as tasks are completed (OneDrive / Encompass)
• Manage required compliance forms – credit authorization and MTI Fraud form
• Complete administrative orders and requests – property profiles, appraisals, electronic verifications (VOE, SSN, 4506-T, flood, insurance), outbound verification calls (employers, servicers, landlords), disclosure and compliance packets (Patriot Act, initial disclosures), credit rescores, and e-sign packet preparation and sending
• Coordinate with processor for lender UW
• Collect outstanding conditions from borrowers and third parties
• Follow up on outstanding items across all pipeline milestones (initial disclosures, CDs, docs out, signing appts, cash to close, funding)
• Communicate with borrowers to obtain missing documentation
• Send in-process milestone communications using LO templates
• Provide in-process updates to realtors as needed
• Manage birthday card program
• Coordinate closing and thank-you gifts
• Send post-closing check-in communications (7-day, 30-day)

Benefits

• Sick Leave (40 hours per year, with rollover)
• Open Paid Time Off (OPTO)
• At least 10 paid holidays
• Health insurance (Medical and vision through Regence Blue Cross Blue Shield, Dental through Moda)
• Flexible Spending Accounts (FSA) for medical expenses and dependent care
• Optional long-term disability and life+AD&D insurances
• 401(k) retirement plan (traditional and Roth options)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed