Mortgage Production Coordinator

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Summary

It is the responsibility of the Mortgage Production Coordinator to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  Functions include entering loan data specific to residential mortgage loans into the Loan Operating System (LOS), handling any applicable updates of said information, and assembles and verifies loan documents for accuracy.  Maintains compliance with SouthState Bank Corporate Code of Conduct and Ethics, all anti-money laundering guidelines, regulatory requirements, and all other applicable operating procedures.

Duties & Responsibilities

• Provide professional and courteous support to the residential Loan Officer and Loan Processor

• Order third party verifications of employment

• Order DataVerify Drive Report, tax transcript verification, SSA validation

• Order information required for government loans as applicable (e.g., Agency Case Numbers, CAIVRS, Certificate of Eligibility, etc.)

• Review Borrower Summary fields and 1003/URLA to verify information is in the system, accurate and signed

• Review notes from the Loan Officer Submission Page and follow any instructions specific to the Loan miscellaneous tasks of the loan manufacturing process

• Compare 1003/URLA, credit report and ID for consistency

• Review eFolder to verify inclusion of:  All signed disclosures; AUS findings; Income / Asset docs per the loan type; Sales Contract (purchase transactions); Plans / Specs (construction loans); Valid ID

• Review File Contacts and enters any additional as applicable

• Check to see if the selected title company is on internal exclusionary list.  Order title pursuant to current directive, making sure to include all applicable parties on the order

• Complete the Notice of Intent Date within Disclosure Tracking

• Review loan lock status and verify if a change in circumstance is needed

• Review flood cert and notifies processor if Change in Circumstance is needed for flood premium

• Create profile within Navigator on all loans

• Add notes to conversation log for processor and sends summary email of items completed and for issues discovered during loan boarding

• It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Qualifications

Education Requirements

• High School diploma or equivalent/college degree preferred

Minimum Experience

• Some experience in an office environment

Licenses & Certifications

• Working knowledge of Encompass LOS preferred, but not required

Knowledge, Skills, & Abilities

• Basic computer skills

• Basic skills in Microsoft Office Suite

Physical Demands and Work Environment

Physical Demands

• Ability to communicate in person, on the phone, and through electronic channels

• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor

• Ability to sit, walk, and/or stand for extended periods of time

• Ability to bend and reach

Work Environment

• Office: This position reports to a physical Company location, and the setting will be a typical office environment.

• Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable).  Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Equal Opportunity Employer, including disabled/veterans.