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  • Sector: Sales & Marketing
  • Function: Loan Processor
  • Contact Email:
  • Expiry Date: 16 August 2021
  • Job Ref: Nelson_2160226_1626480423

Job Number: 2160226

Loan Processor / Office Manager

Established Local Boutique Mortgage Brokerage, with a reputation for excellence, is seeking an exceptional and committed professional Senior Loan Processor / Office Manager to add to their team!

Location: Onsite in Santa Rosa

Compensation: To $135K

Responsibilities and Duties

  • Submit, process and close loans according to company guidelines and time frames.
  • Office management including compliance, broker relationships, communication with all parties, and delegation/training
  • Gather and review documentation for the loan-pre-underwriting to ensure all documents submitted are accurate and relevant. Documentation may include:
  • Assist loan officers and manager with all functions and details of loans from beginning to end.
  • Review initial loan approval and work with borrower to gather appropriate documentation
  • Order appraisals, conditions, vom's credit supps, voe's
  • Collect all required documentation for the loan package
  • Create a loan submission package for the underwriting department
  • Submit files to assigned underwriter
  • Satisfy all conditions when received from underwriter
  • Ensure that approval falls within the established lending guidelines
  • Communicate with clients, other professionals, including attorneys, county clerks and title companies
  • Filing, record management, broker call reports, website management qualifications and skills


  • Must have loan processing experience. Residential or commercial.
  • Technically savvy and experienced
  • Proficient in Calyx Point or similar system, Excel, Dropbox, Outlook, DocuSign, DU/LP s plus
  • Attention to detail, high energy, customer service skills, presentable, effective written and verbal communication skills, positive attitude with willingness to learn and grow.