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Transaction Coordinator (Loan Officer Assistant)

La Cañada, CA

Position Summary:

The Underwriter reviews documentation, including 1003, credit reports, income and assets, and property documentation in accordance to agency, non-agency, delegated and non-delegated underwriting guidelines. The Underwriter will make the final loan decision on delegated loans. They will review specific guidelines to ensure that each loan risk is properly managed on a loan-by-loan basis.

Duties & Responsibilities:

  • Assist loan officer(s) with taking loan applications and gathering borrower documentation.
  • Creating loan folders within Encompass system, and entering all loan data and documentation.
  • Track all outstanding items on all files and follow up with customers to ensure timely receipt of necessary documentation.
  • Facilitate the closing of loans in a timely manner, including communication with agents, borrowers, escrow/title, loan officer, processor, etc.
  • Assist loan officers with the preparation and distribution ofThank You cards and/or other forms of marketing materials.
  • Perform other supportive and/or administrative tasks as requested.


  • A minimum of two years' experience as a loan officer, processor, loan officer assistant, or similar position preferred.
  • Minimum 2 years’ experience with Encompass
  • Basic understanding of Conventional underwriting guidelines and the residential mortgage loan process is preferred.
  • Experience with data entry, strong attention to detail and organizational skills is a must.
  • Proficiency with MS Office; Word and Excel.
  • Some exposure to marketing and/or preparation of advertising materials.
  • Excellent communication skills -- phone, personal contact and written.
  • Strong ability and desire to work with others, (both employees and customers) in a cooperative and professional manner.
  •  Must possess good judgment, be able to accept responsibility and handle confidential information.
  • This position does not require National Mortgage Licensing System and Registry (NMLS)licensing, but it is preferred.

Job Type


Benefits Offered

401(k), Medical, Life, Dental, Vision