Loan Set Up Specialist

Colonial National Mortgage
June 11, 2021
San Antonio, TX
Job Type


The Mortgage Loan Set Up Specialist will support the loan origination process by assisting with the basic clerical duties required for mortgage loan file creation.

Responsibilities Include:

  • Loan file creation, organization and assembly
  • Entering information into computer
  • Ordering flood certificates and sending out flood disclosures
  • Ordering title work and appraisals
  • Issuing receipts for money collected upfront from borrowers and sending receipts to accounting
  • Processing credit card payments
  • Verifying address information in USPS
  • Order payoff statements
  • Request employment verifications
  • Start document expiration worksheet
  • Managing documents in electronic storage
  • Printing loan documentation
  • Copying and sending out disclosures to borrowers
  • Preparing cancel/denial files
  • Updating reports
  • Answering phones and other office clerical duties
  • Other duties as assigned


  • 1+ years general office clerical experience
  • Previous mortgage experience preferred
  • Accurate alpha-numeric filing ability
  • Computer proficiency (Word, Excel, Outlook, Explorer and other systems)
  • Advanced organizational skills, including the ability to plan work activities and stay on schedule
  • Ability to communicate effectively, both verbally and in writing
  • Ability to perform multiple tasks and prioritize responsibilities in a dynamic, fast paced working environment
  • Functional knowledge of basic office equipment

This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer


Member FDIC | Equal Housing Lender | NMLS ID 401285

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