Loan Processor

Role Description

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.

• 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.

Qualifications

• Previous experience in 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

Company Description

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

SURMOUNT is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.