Loan Coordinator

Role Description

We are seeking a proactive and highly organized Loan Coordinator / Lender Liaison to ensure loan files move efficiently from submission through closing. This role serves as the critical bridge between our internal team and lending partners, ensuring consistent communication, timely follow-up, and complete visibility across all active loans. You will be responsible for tracking loan progress daily, coordinating documentation, resolving bottlenecks, and ensuring deadlines are met throughout the loan lifecycle.

Responsibilities

• Lender Communication
  • Serve as the primary point of contact between the company and lending partners.
  • Maintain consistent communication with lenders throughout the loan lifecycle.
  • Follow up on outstanding lender requests and documentation requirements.
  • Escalate issues proactively to prevent delays in funding or closing.
• Loan Pipeline Management
  • Monitor active loans from submission through closing.
  • Maintain accurate status updates and progress tracking across all loan files.
  • Review loan reports daily and identify delays, bottlenecks, or missing documentation.
  • Ensure all stakeholders remain informed of loan status and next steps.
• Internal Team Coordination
  • Collaborate with internal team members to gather required documentation.
  • Coordinate responses to lender requests and underwriting conditions.
  • Support timely submission of loan packages and required updates.
  • Ensure all parties remain aligned on timelines and deadlines.
• Documentation & File Management
  • Organize and maintain complete loan files throughout the lending process.
  • Ensure all correspondence, reports, and documentation are properly recorded and accessible.
  • Maintain accurate records within CRM and loan management systems.
  • Verify file completeness before key milestones and closing.
• Process Improvement
  • Identify inefficiencies within loan workflows and communication processes.
  • Recommend improvements that increase efficiency and reduce loan cycle times.
  • Assist in building standardized processes for lender communication and pipeline management.

Qualifications

• Proven experience in loan coordination, loan processing, mortgage operations, lender liaison, or a related role.
• Strong understanding of the mortgage or lending process.
• Experience managing loan files from submission through closing.
• Excellent verbal and written English communication skills.
• Exceptional organizational and project management abilities.
• Ability to manage multiple active loan files simultaneously.
• Experience using CRM systems and Google Workspace (Docs, Sheets, Calendar).
• Strong attention to detail and deadline management skills.
• Ability to work independently in a remote environment.
• Reliable internet connection and availability for 30+ hours per week.

Requirements

• Experience working with DSCR loans, investment-property financing, or non-QM loan products.
• Experience working with real estate investors or investment-property transactions.
• Familiarity with Encompass, Salesforce, LendingPad, Jungo, or other loan management platforms.
• Background in real estate acquisitions, dispositions, or operations.
• Experience supporting U.S.-based mortgage lenders, brokers, or investment firms.

What Makes You a Strong Fit

• You enjoy keeping multiple moving pieces organized and on schedule.
• You proactively solve problems before they become major issues.
• You communicate effectively with lenders, underwriters, and internal stakeholders.
• You thrive in deadline-driven environments where attention to detail matters.
• You can manage multiple loan files simultaneously without sacrificing accuracy.

What Does a Typical Day Look Like?

Your day begins by reviewing active loan files and lender updates to identify any outstanding conditions, missing documents, or approaching deadlines. Throughout the day, you communicate with lenders, underwriters, and internal stakeholders to keep files moving forward and prevent delays. You coordinate documentation requests, update loan statuses, maintain CRM records, and proactively follow up on pending items. As loans move closer to closing, you ensure all conditions have been satisfied and all parties remain aligned on timelines. Success in this role comes from keeping every loan organized, every stakeholder informed, and every deadline on track.

Interview Process

• Initial Recruiter Screening
• Client Interview
• Offer Stage