Mortgage Set Up Coordinator

Howard Hanna Real Estate Services
Cleveland, OH

Job Description

Job Description

Set Up Coordinator
*This position is eligible to sit in our Buffalo, Cleveland or Pittsburgh office*

JOB SUMMARY:

Review application in system to be sure the Mortgage Loan Originator has
entered all information correctly, including names, social security
numbers, property addresses, etc. Validate/Order third party verifications
(appraisal, employment, survey, etc.) and be sure items are returned in a
timely manner. Assist in helping Operations Support Manager with all new
orders and questions by Visionet. Work with OSM to improve and simplify
process’.

DUTIES AND RESPONSIBLITIES:
  • Open all new application files once processed by Visionet
  • Process and deposit all application fee checks
  • Set-up loan files and order verifications if required on transaction.
  • Order case numbers on government loans, including FHA Case
    Transfers/Cancellations
  • Review application package for required program, Company, Agency, Investor, RESPA and ECOA compliance. Be sure all correct disclosures have been given to customer.
  • Answer all incoming calls for the processing team and act as liaison for borrowers, realtors and other third parties.
  • Obtain Written/Verbal Verifications of Employment for borrowers
  • Pre-start title and escrow work
  • Request appraisal when all documentation is received
  • Be sure files move through set-up to processors within 48-72 hours of receipt.
  • Complete all emailed requests from Mortgage Loan Originations within 24 hours of receipt.
  • Prepare, if applicable, the “Decline Letter”, and ensure accurate
    disclosure of the reason(s) for the adverse action at whatever time
    during the processing period it is determined that applicants do not
    qualify.
  • Put information in system for declination and send check
    request to refund customer any funds due them.
  • Complete invoice reporting for Third Party companies and submit to
    management for approval
  • Upload received loan information from third parties or borrowers into Image Document Software
  • Perform all other duties and tasks as may be directed by the employee’s supervisor and/or management.

    JOB DIMENSIONS:
    Internal Relations: Works regularly with Mortgage Loan Originator, processors and closers
    External Relations: Realtors, Appraisers, credit bureaus, title companies and borrowers.

    POSITION SPECIFICATIONS/REQUIREMENTS:
  • Minimum of a high school diploma and up to 1 year in office environment, preferably some banking experience.
  • Computer skills
  • Great Time management skills to manage workload and meet deadlines.
HowardHanna.com
Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

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Posted 2025-07-30

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