Summary

Essential Duties and Responsibilities

• Manage an assigned loan pipeline in accordance with established key performance indicators (KPIs).
• Process multiple loan files simultaneously at various stages of the loan lifecycle.
• Maintain complete and accurate loan-level data within the LOS/CRM, including real-time updates to loan status, milestones, and events.
• Ensure loan applications and processing conditions are complete, accurate, and compliant prior to submission to underwriting.
• Request, track, and review all required third-party reports (e.g., appraisals, title, credit, flood, environmental, etc.).
• Serve as the primary point of contact for borrowers, brokers, vendors, and internal partners, providing timely, professional, and solution-oriented customer service.
• Collaborate closely with Underwriters, Closers, and Supervisors to resolve loan-level issues and move files to approval, closing, or denial.
• Independently request, organize, and analyze loan documentation and submit complete files to underwriting in accordance with program and product requirements.
• Proactively manage and reprioritize pipeline activities to meet deadlines and service level expectations.
• Maintain current knowledge of applicable loan programs, guidelines, and internal policies.
• Utilize LOS/CRM tools and pipeline reports to manage daily workflow, monitor assignments, and identify potential risks or delays.
• Work toward individual and team quarterly goals and actively participate in quarterly performance review meetings.
• Participate in weekly one-on-one meetings with direct supervisor.
• Perform other duties and responsibilities as assigned by management.

Required Qualifications and Skills

• Strong understanding of commercial and/or investor residential loan processing workflows.
• Demonstrated ability to manage a high-volume pipeline with multiple competing priorities.
• Exceptional attention to detail with a strong focus on data accuracy and documentation integrity.
• Proficient in the use of Loan Origination Systems (LOS), CRM platforms, and pipeline reporting tools.
• Excellent written and verbal communication skills with the ability to communicate clearly and professionally with internal teams, borrowers, brokers, and third-party vendors.
• Proven problem-solving skills with the ability to independently identify issues, evaluate options, and drive resolutions.
• Strong organizational and time management skills, with the ability to shift priorities in a fast-paced, deadline-driven environment.
• Ability to work collaboratively across departments while also operating independently with minimal supervision.
• Customer-service oriented mindset with a commitment to responsiveness, transparency, and follow-through.
• Ability to lead or facilitate pipeline discussions and status meetings.
• High level of professionalism, discretion, and accountability when handling sensitive financial information.

Education and Experience

• High school diploma or equivalent required.
• Associate’s or Bachelor’s degree in Business, Finance, Accounting, Real Estate, or a related field preferred.
• Minimum of 2–4 years of experience in commercial loan processing, commercial lending operations, or a related mortgage/lending role preferred.
• Experience processing small-balance commercial, investor, or non-owner-occupied residential loans strongly preferred.
• Prior experience working directly with underwriters, closers, and third-party vendors required.
• Familiarity with regulatory and compliance requirements applicable to commercial and investor lending preferred.