Job Description

The Mortgage Pre‑Approval Coordinator provides critical administrative and analytical support to the Pre‑Approval Manager. This role ensures that borrower files are complete, organized, and ready for review to support an efficient pre‑approval process. The ideal candidate is detail‑oriented, comfortable working with numbers, and able to communicate clearly in verbal and written English.

Responsibilities

  • Organize, track, and maintain borrower documentation (IDs, income documents, bank statements, tax returns, etc.).
  • Prepare and update spreadsheets used for income, assets, and liability reviews.
  • Assist in preliminary data entry into the loan origination system (LOS).
  • Review documents for completeness and follow up with borrowers when additional items are needed.
  • Draft clear, professional emails to borrowers, agents, and internal team members.
  • Maintain an organized pipeline of pre‑approval files and ensure timely movement ...

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