Mortgage Documentation Specialist

1 day ago


Pune, Maharashtra, India beBeeFinancial Full time ₹ 98,60,000 - ₹ 1,21,90,000

As a senior financial analyst, you will play a critical role in guiding mortgage applications through the initial stages of processing.

Job Summary:

The loan coordinator/processor is responsible for meticulously verifying borrower documentation, coordinating with third parties, and ensuring the loan file is complete and ready for underwriting, all while strictly adhering to compliance policies.

Key Responsibilities:
  • Review uniform residential loan applications (1003) for accuracy and completeness
  • Verify authenticity and accuracy of income, asset, and credit documents submitted by applicants
  • Proactively follow up with external vendors to obtain necessary documentation
  • Clear all initial conditions on the loan file, addressing any deficiencies or outstanding requirements
  • Ensure all items on the processing checklist are accurately completed and documented
  • Prepare and submit complete and organized loan files to the underwriting department
  • Adhere to compliance policies

This individual must have strong analytical skills, attention to detail, and excellent communication skills to effectively coordinate with multiple stakeholders. The ideal candidate will be able to work independently and as part of a team to meet deadlines and achieve goals.



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