Live In Auto Loan Processor Jobs in Brookfield, WI

The Loan Coordinator Specialist plays a critical role in streamlining the mortgage process by managing the ordering and review of essential third-party services and documentation verifications. As part of a newly formed centralized task team, this position supports branch operations by handling high-volume, redundant tasks and collaborating with AI-based tools to ensure data integrity and efficiency. This role allows loan processors to shift their focus to file readiness and guideline adherence, reducing underwriting touches and accelerating closing timelines. The ideal candidate is detail oriented, process-driven, and comfortable with technology-driven environments.

ESSENTIAL DUTIES and RESPONSIBILITIES:

• Review loan application and product information to determine appropriate verification needs
• Order and track IRS Tax Transcripts based on borrower income type and loan product
• Order Verbal Verifications of Employment (VVOEs), income/employment work orders, and follow up as needed
• Manage ordering of appraisals, title insurance, and homeowners’ insurance (as phased into workflow)
• Utilize AI technology to identify discrepancies between borrower-provided documentation and third-party verifications
• Maintain real-time task dashboards and communicate status updates to processors and branch teams
• Escalate documentation inconsistencies or delays to appropriate team members
• Coordinate with underwriting and compliance teams to ensure all required documentation is complete before submission
• Participate in testing and implementation of AI tools that support the task workflow

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

COMPETENCIES:

Customer Focus

• Builds positive relationships with borrowers and business partners.
• Delivers responsive, professional, and courteous service.

Attention to Detail

• Ensures accuracy and completeness of loan documentation.
• Identifies discrepancies and follows through to resolution.

Communication

• Effectively communicates verbally and in writing with internal and external stakeholders.
• Provides clear and timely updates regarding loan status and requirements.

Organization and Time Management

• Effectively manages multiple loan files and deadlines in a fast-paced environment.
• Prioritizes tasks to ensure timely loan closings.

Teamwork and Collaboration

• Works cooperatively with loan officers, processors, underwriters, and closing staff.
• Contributes to a positive and productive work environment.

Problem Solving

• Analyzes issues and identifies solutions to move loans efficiently through the process.
• Escalates complex issues appropriately.

Adaptability

• Responds effectively to changing priorities, regulations, and operational needs.
• Learns and applies new processes and technologies.

Compliance Awareness

• Demonstrates knowledge of mortgage lending regulations, policies, and procedures.
• Maintains adherence to compliance and audit standards.

KNOWLEDGE, SKILLS AND ABILITIES:

• Knowledge of mortgage lending processes, terminology, and documentation requirements.
• Familiarity with FNMA, FHLMC, FHA, VA, USDA, and investor guidelines preferred.
• Working knowledge of TRID, RESPA, and other mortgage compliance regulations preferred.
• Proficiency with Loan Origination Systems (LOS), mortgage software applications, and Microsoft Office Suite.
• Strong organizational and administrative skills.
• Ability to prioritize multiple loans while meeting deadlines.
• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Ability to handle confidential information with professionalism and discretion.
•  Strong customer service and relationship management skills.

QUALIFICATIONS:

• 1+ years of mortgage operations experience, ideally in processing, disclosures, or post-closing
• Working knowledge of loan documentation types and verification processes • Familiarity with Encompass and automated processing tools preferred
• High attention to detail and organizational skills
• Adaptability to evolving technology and willingness to learn AI-supported processes