Mortgage Production Coordinator
SouthState Bank, Atlanta, GA, United States
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Summary
It is the responsibility of the Mortgage Production Coordinator to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Functions include entering loan data specific to residential mortgage loans into the Loan Operating System (LOS), handling any applicable updates of said information, and assembling and verifying loan documents for accuracy. Maintains compliance with SouthState Bank Corporate Code of Conduct and Ethics, all anti-money laundering guidelines, regulatory requirements, and all other applicable operating procedures.
Duties & Responsibilities
Provide professional and courteous support to the residential Loan Officer and Loan Processor
Order third party verifications of employment
Order DataVerify Drive Report, tax transcript verification, SSA validation
Order information required for government loans as applicable (e.g., Agency Case Numbers, CAIVRS, Certificate of Eligibility, etc.)
Review Borrower Summary fields and 1003/URLA to verify information is in the system, accurate and signed
Review notes from the Loan Officer Submission Page and follow any instructions specific to the Loan miscellaneous tasks of the loan manufacturing process
Compare 1003/URLA, credit report and ID for consistency
Review eFolder to verify inclusion of: All signed disclosures; AUS findings; Income / Asset docs per the loan type; Sales Contract (purchase transactions); Plans / Specs (construction loans); Valid ID
Review File Contacts and enters any additional as applicable
Check to see if the selected title company is on internal exclusionary list. Order title pursuant to current directive, making sure to include all applicable parties on the order
Complete the Notice of Intent Date within Disclosure Tracking
Review loan lock status and verify if a change in circumstance is needed
Review flood cert and notifies processor if Change in Circumstance is needed for flood premium
Create profile within Navigator on all loans
Add notes to conversation log for processor and sends summary email of items completed and for issues discovered during loan boarding
It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Education Requirements
High School diploma or equivalent/college degree preferred
Minimum Experience
Some experience in an office environment
Licenses & Certifications
Working knowledge of Encompass LOS preferred, but not required
Knowledge, Skills, & Abilities
Basic computer skills
Basic skills in Microsoft Office Suite
Physical Demands and Work Environment
Physical Demands
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to sit, walk, and/or stand for extended periods of time
Ability to bend and reach
Work Environment
Office: This position reports to a physical Company location, and the setting will be a typical office environment.
Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.
Work Location: 3475 Piedmont Rd NE Suite 1900 Atlanta, Georgia 30305
Equal Opportunity Employer, including disabled/veterans.
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We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Summary
It is the responsibility of the Mortgage Production Coordinator to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Functions include entering loan data specific to residential mortgage loans into the Loan Operating System (LOS), handling any applicable updates of said information, and assembling and verifying loan documents for accuracy. Maintains compliance with SouthState Bank Corporate Code of Conduct and Ethics, all anti-money laundering guidelines, regulatory requirements, and all other applicable operating procedures.
Duties & Responsibilities
Provide professional and courteous support to the residential Loan Officer and Loan Processor
Order third party verifications of employment
Order DataVerify Drive Report, tax transcript verification, SSA validation
Order information required for government loans as applicable (e.g., Agency Case Numbers, CAIVRS, Certificate of Eligibility, etc.)
Review Borrower Summary fields and 1003/URLA to verify information is in the system, accurate and signed
Review notes from the Loan Officer Submission Page and follow any instructions specific to the Loan miscellaneous tasks of the loan manufacturing process
Compare 1003/URLA, credit report and ID for consistency
Review eFolder to verify inclusion of: All signed disclosures; AUS findings; Income / Asset docs per the loan type; Sales Contract (purchase transactions); Plans / Specs (construction loans); Valid ID
Review File Contacts and enters any additional as applicable
Check to see if the selected title company is on internal exclusionary list. Order title pursuant to current directive, making sure to include all applicable parties on the order
Complete the Notice of Intent Date within Disclosure Tracking
Review loan lock status and verify if a change in circumstance is needed
Review flood cert and notifies processor if Change in Circumstance is needed for flood premium
Create profile within Navigator on all loans
Add notes to conversation log for processor and sends summary email of items completed and for issues discovered during loan boarding
It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Education Requirements
High School diploma or equivalent/college degree preferred
Minimum Experience
Some experience in an office environment
Licenses & Certifications
Working knowledge of Encompass LOS preferred, but not required
Knowledge, Skills, & Abilities
Basic computer skills
Basic skills in Microsoft Office Suite
Physical Demands and Work Environment
Physical Demands
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to sit, walk, and/or stand for extended periods of time
Ability to bend and reach
Work Environment
Office: This position reports to a physical Company location, and the setting will be a typical office environment.
Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.
Work Location: 3475 Piedmont Rd NE Suite 1900 Atlanta, Georgia 30305
Equal Opportunity Employer, including disabled/veterans.
#J-18808-Ljbffr