LOAN PROCESSOR - ALLIANCE FINANCIAL GROUP

Mortgage Loan Processor 📍 Work closely with loan officers, underwriters, and clients in a dynamic, fast-paced environment. Are you detail-oriented, organised, and passionate about helping clients through the loan process? We’re looking for a skilled Mortgage Loan Processor to join our team and ensure smooth, accurate, and timely loan submissions from application through settlement. What You’ll Do: 📄 Document Management • Send document checklists to clients • Follow up on missing or incomplete requirements • Verify the accuracy and validity of documents 💰 Lender Pricing & Proposal Preparation • Complete lender pricing requests • Order valuations when needed • Review lender policies to ensure accurate loan structuring • Prepare high-quality credit proposals 📥 Data Entry & Loan Submission • Enter client and loan data into CRM and lender portals • Upload all supporting documentation • Submit the full loan application to the lender 🔄 Managing Conditions & Client Follow-ups • Gather outstanding documents to satisfy lender conditions • Coordinate closely with clients to ensure timely completion • Present final files for broker review before re-submission 🏡 Valuation Coordination • Order valuations (if not done earlier) • Follow up on valuation progress and address any valuation concerns ✔️ Formal Approval & Settlement Prep • Communicate formal approval updates to both broker and client • Assist in preparing the file for the settlement stage