Loan Processor - (New York, NY)

NNN PropertiesNew York, NY
Onsite

About The Position

SURMOUNT Capital Markets (formerly NNN Pro) is a full-service real estate advisory firm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development. The recently formed Capital Markets team is seeking a motivated and dynamic Loan Processor to join the team and contribute to driving the firm’s success in the capital markets space.

Requirements

  • Previous experience mortgage processing
  • Comfort working in Salesforce or a comparable CRM
  • Strong attention to detail — you catch what others miss
  • Organized, process-driven, and able to manage multiple open files simultaneously
  • Ability to work independently with minimal supervision

Responsibilities

  • Pipeline Management: Actively managing a pipeline of refinance and purchase loans to meet strict closing deadlines and rate lock expiration periods.
  • Documentation Review: Reviewing and verifying borrower income (pay stubs, tax returns), assets, and credit reports for accuracy.
  • Third-Party Coordination: Ordering and following up on appraisals, title work, flood certifications, and verifications of employment.
  • Compliance: Ensuring loan files comply with federal/state regulations and internal company/investor guidelines.
  • Communication: Acting as the primary liaison between borrowers, loan officers, and underwriters.
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