Pre-Approval Coordinator

Spring Valley, NY

$60,000-$80,000

Responsibilities

• Provide administrative support including handling documents like tax bills and flood certificates
• Set up Encompass files and prepare packages for disclosures
• Answer phone calls and assist with client inquiries
• Follow up with clients to complete their documentation checklists
• Support credit repair efforts for pre-approval readiness
• Assist with loan pricing and locking procedures
• Screen incoming leads and prep them for first meetings
• Maintain communication with existing leads and nurture engagement
• Support marketing efforts such as mail campaigns and outreach

Qualifications

• Prior office experience required; mortgage experience is highly preferred
• Excellent verbal and written communication skills
• Friendly, helpful personality with a client-service mindset
• Strong organizational skills and attention to detail
• Ability to follow established processes and procedures
• Comfortable engaging with clients and teammates—no shyness here