Reviews and verifies loan documentation against lender guidelines, coordinates with sales teams and customers to resolve missing information, communicates with external lenders, uses lender portals to confirm file accuracy, facilitates credit approvals, clears credit stipulations, and supports funding goals. The role also maintains confidential records, builds lender relationships, and contributes to process improvements in a fast-paced office environment.

Reviews and verifies loan documentation, clears credit stipulations, applies fraud-prevention procedures, conducts verification calls, confirms contract terms, and funds working-capital loan packages. The role coordinates with sales, brokers, credit teams, banks, and borrowers to obtain missing information, ensure accuracy and compliance with guidelines, and meet service-level deadlines.