Temporary In Office- Residential Loan Administrator
Location: Cos Cob CT
Pay: $24 per hour plus overtime pay
Assignment Length: At least 5 weeks- possibility to go permanent
Hours: Monday-Friday 9am-5pm
The Residential Loan Administrator (Temporary) will provide administrative and operational support to the banks Residential Lending Department. This role is ideal for someone who has familiarity with the mortgage industry and can manage detailed documentation customer communication and third-party coordination in a fast-paced environment. The position supports loan officers processors and underwriters by ensuring files are complete organized and compliant with internal and regulatory standards.
Key Responsibilities
Loan File Management
Set up new residential loan files in accordance with bank procedures.
Scan copy label and organize documents within the banks electronic filing system.
Maintain accurate and up-to-date digital loan files throughout the loan process.
Prepare cover sheets checklists and file summaries as needed.
Document Preparation & Templates
Use established templates to prepare standard customer documents and correspondence.
Generate routine disclosures letters and forms for customer signatures.
Ensure all documents are complete accurate and properly formatted.
Customer & Internal Communication
Answer incoming calls and emails from customers attorneys and internal staff.
Provide status updates request missing information and route inquiries to the appropriate team members.
Maintain a professional courteous and service-oriented approach in all interactions.
Third-Party Coordination
Order and track third-party reports such as verifications insurance documents payoffs and other required items.
Follow up with customers attorneys appraisers and other external partners to ensure timely receipt of documentation.
Monitor outstanding items and escalate delays when necessary.
Administrative & Operational Support
Assist loan processors and loan officers with routine administrative tasks.
Update spreadsheets logs and tracking tools using Excel.
Upload and manage documents within the banks shared file platform.
Support compliance and audit readiness by ensuring documentation is complete and properly stored.
Qualifications
Required
Prior experience in banking mortgage or financial services required.
Strong organizational skills and attention to detail.
Ability to manage multiple tasks and deadlines with accuracy.
Proficiency with Microsoft Excel and shared file platforms (e.g. ShareFile OneDrive or similar).
Strong written and verbal communication skills.
Ability to maintain confidentiality and handle sensitive information.
Preferred
Familiarity with residential mortgage terminology and documentation.
Experience working with loan origination systems (LOS) or document management systems.
Customer service experience in a professional environment.
Work Environment
Full-time temporary position within the Residential Lending Department of a community bank.
Requires the ability to work independently follow established procedures and support a collaborative team environment.
Thank you for your interest!
If your background aligns with our clients needs one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
Temporary In Office- Residential Loan AdministratorLocation: Cos Cob CTPay: $24 per hour plus overtime payAssignment Length: At least 5 weeks- possibility to go permanentHours: Monday-Friday 9am-5pmThe Residential Loan Administrator (Temporary) will provide administrative and operational support to ...
Temporary In Office- Residential Loan Administrator
Location: Cos Cob CT
Pay: $24 per hour plus overtime pay
Assignment Length: At least 5 weeks- possibility to go permanent
Hours: Monday-Friday 9am-5pm
The Residential Loan Administrator (Temporary) will provide administrative and operational support to the banks Residential Lending Department. This role is ideal for someone who has familiarity with the mortgage industry and can manage detailed documentation customer communication and third-party coordination in a fast-paced environment. The position supports loan officers processors and underwriters by ensuring files are complete organized and compliant with internal and regulatory standards.
Key Responsibilities
Loan File Management
Set up new residential loan files in accordance with bank procedures.
Scan copy label and organize documents within the banks electronic filing system.
Maintain accurate and up-to-date digital loan files throughout the loan process.
Prepare cover sheets checklists and file summaries as needed.
Document Preparation & Templates
Use established templates to prepare standard customer documents and correspondence.
Generate routine disclosures letters and forms for customer signatures.
Ensure all documents are complete accurate and properly formatted.
Customer & Internal Communication
Answer incoming calls and emails from customers attorneys and internal staff.
Provide status updates request missing information and route inquiries to the appropriate team members.
Maintain a professional courteous and service-oriented approach in all interactions.
Third-Party Coordination
Order and track third-party reports such as verifications insurance documents payoffs and other required items.
Follow up with customers attorneys appraisers and other external partners to ensure timely receipt of documentation.
Monitor outstanding items and escalate delays when necessary.
Administrative & Operational Support
Assist loan processors and loan officers with routine administrative tasks.
Update spreadsheets logs and tracking tools using Excel.
Upload and manage documents within the banks shared file platform.
Support compliance and audit readiness by ensuring documentation is complete and properly stored.
Qualifications
Required
Prior experience in banking mortgage or financial services required.
Strong organizational skills and attention to detail.
Ability to manage multiple tasks and deadlines with accuracy.
Proficiency with Microsoft Excel and shared file platforms (e.g. ShareFile OneDrive or similar).
Strong written and verbal communication skills.
Ability to maintain confidentiality and handle sensitive information.
Preferred
Familiarity with residential mortgage terminology and documentation.
Experience working with loan origination systems (LOS) or document management systems.
Customer service experience in a professional environment.
Work Environment
Full-time temporary position within the Residential Lending Department of a community bank.
Requires the ability to work independently follow established procedures and support a collaborative team environment.
Thank you for your interest!
If your background aligns with our clients needs one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
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