Loan Coordinator 7 Years in B2B & B2C, Sales manager, Sales Rep & CS | Real Estate

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Role / Area Key Duties

Intake & Scheduling Coordinator Manage appointment logistics, bilingual scheduling

Collections Specialist Handle billing, payments, account follow-up

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Quality / Compliance Analyst Audit recruiting processes, ensure standards are followed

Medical Records Specialist Organize, process, protect medical documentation

IT Recruiter Source and screen tech candidates; coordinate hiring processes

Commercial Intelligence Specialist Conduct research and deliver strategic business insights

Typically support tasks such as recruiting, operations, compliance, back‑office workflows, scheduling, and specialist functions—all delivered remotely in a bilingual and international service environment. The goal is to provide efficient, tailored support to U.S. and Canadian clients while maintaining cost-effectiveness and high-quality standards.

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A Loan Coordinator is the backbone of the lending process, ensuring that loans move efficiently from application to closing. They manage documentation, communication, scheduling, compliance, and closing logistics — allowing loan officers, underwriters, and borrowers to work together seamlessly and accurately

1. Documentation & File Preparation

Collect and review all required documents (income, credit, appraisals, title, insurance, etc.).

Verify completeness and accuracy before submission to underwriters or processors

Input and maintain borrower data in the Loan Origination System (LOS) or mortgage platform

2. Communication & Follow‑Up

Act as the main point of contact for borrowers, loan officers, real estate agents, title companies, and other vendors.

Provide status updates and request missing paperwork proactively

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3. Pipeline & Scheduling Management

Manage the loan pipeline and critical deadlines such as application intake, lock periods, underwriting, and closing dates

Schedule closings and coordinate logistics with all relevant parties

4. Processing Support & Compliance

Submit loan files to lenders, request third‑party services (e.g. appraisal, title, HOA), and ensure compliance guidelines are met (e.g. TRID, ECOA)

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Flag any red‑flags or errors needing resolution

5. Closing Coordination

Prepare closing documents, coordinate funding logistics, and assist with post‑closing tasks like document archiving and wire initiation

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6. Administrative & Reporting Tasks

Maintain up‑to‑date borrower and loan data in tracking systems.

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