Mortgage Production Coordinator

South State Bank•Atlanta, GA

4d•Onsite

About The Position

It is the responsibility of the Mortgage Production Coordinator to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Functions include entering loan data specific to residential mortgage loans into the Loan Operating System (LOS), handling any applicable updates of said information, and assembles and verifies loan documents for accuracy. Maintains compliance with SouthState Bank Corporate Code of Conduct and Ethics, all anti-money laundering guidelines, regulatory requirements, and all other applicable operating procedures.

Requirements

High School diploma or equivalent/college degree preferred
Some experience in an office environment
Basic computer skills
Basic skills in Microsoft Office Suite
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to sit, walk, and/or stand for extended periods of time
Ability to bend and reach

Nice To Haves

Working knowledge of Encompass LOS preferred, but not required

Responsibilities

Provide professional and courteous support to the residential Loan Officer and Loan Processor
Order third party verifications of employment
Order DataVerify Drive Report, tax transcript verification, SSA validation
Order information required for government loans as applicable (e.g., Agency Case Numbers, CAIVRS, Certificate of Eligibility, etc.)
Review Borrower Summary fields and 1003/URLA to verify information is in the system, accurate and signed
Review notes from the Loan Officer Submission Page and follow any instructions specific to the Loan miscellaneous tasks of the loan manufacturing process
Compare 1003/URLA, credit report and ID for consistency
Review eFolder to verify inclusion of: All signed disclosures; AUS findings; Income / Asset docs per the loan type; Sales Contract (purchase transactions); Plans / Specs (construction loans); Valid ID
Review File Contacts and enters any additional as applicable
Check to see if the selected title company is on internal exclusionary list. Order title pursuant to current directive, making sure to include all applicable parties on the order
Complete the Notice of Intent Date within Disclosure Tracking
Review loan lock status and verify if a change in circumstance is needed
Review flood cert and notifies processor if Change in Circumstance is needed for flood premium
Create profile within Navigator on all loans
Add notes to conversation log for processor and sends summary email of items completed and for issues discovered during loan boarding
It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.