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Risk ManagementRisk Management

Mortgage Scheduling Coordinator

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Description

Summary:

The Scheduling Coordinator is responsible for inbound and outbound contact with customers whose loans are ready to be scheduled. Responsible for reviewing the closing obligations with the borrower and reviewing listed terms and cost of the loan. Will know how to escalate any call in which the borrower would like a further review of their loan terms and cash to close.

Essential Job Functions may include:

  • Provide exceptional customer service
  • Review loan documents to ensure accuracy prior to closing
  • Schedule in accordance with the published closing timelines and published dates
  • Coordinates closing dates and times and verifies all required parties will be present and prepared
  • Reviews Cash to close needed from Borrower at closing
  • Reviews payment information with borrower
  • Demonstrate the ability to work at a fast pace and meet department production standards
  • Capable of reviewing all loan types scheduled by the Scheduling Department
  • Demonstrate mastery in the review of the Closing Disclosure
  • Provide necessary training and support for new hires
  • Able to handle customer service escalations
  • Consistently exceed minimum production standards

Other Related Duties:

Performs other related duties as assigned.

Supervisory Responsibilities:

  • Perform various administrative tasks in support of direct Supervisor

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

  • Must have minimum of 2 years mortgage industry or related experience.
  • Minimum high school diploma or general education degree (GED) required.
  • Must have previous customer service experience.
  • Must have previous Call Center experience or demonstrated high volume phone contact in a previous role.
  • Must be able to work independently or as part of a team in a high-paced environment. 
  • Working knowledge of MS Office skills required. 


Language Skills: 

Must be able to effectively communicate both verbally and in writing.  Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

Certificates, Licenses, Registrations:

None required

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is frequently

required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. 

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to perform the essential job functions either unaided or with reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall determine reasonable accommodation on a case-by-case basis in accordance with applicable law.

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