Mortgage Residential Closing Coordinator in Fort Myers, FL at First Horizon National Corporation

Date Posted: 1/8/2020

Job Snapshot

  • Employee Type:
  • Location:
    12195 Metro Parkway
    Fort Myers, FL
  • Job Type:
  • Experience:
    At least 1 year(s)
  • Date Posted:
  • Job ID:

Job Description

The Mortgage Residential Closing Coordinator is responsible for reviewing mortgage loan packages to ensure completeness. They will also prepare and ship completed packets to investor within defined timeframes and per guidelines.

Additionally they will scan documents for electronic storage.

The following statements are intended to describe the general nature and level of work performed; they are not intended to be an exhaustive or exclusive list of the required responsibilities, duties and skills; Management retains the discretion to add to or change the duties and requirements of this position at any time, with or without notice, as business needs dictate.


1.            Reviews, prepares and ships loan packets, via mail or electronic means, to investors adhering to defined guidelines within the required timeframe.

2.            Meets production expectations pertaining to number of files processed/shipped per day.

3.            Retrieves reports from the various investor websites identifying outstanding issues. Resolves/responds to exception requests. Works with loan officer and/or loan operations to collect or correct documents in a timely manner.

4.            Submits loans to FHA, VA or USDA for insurance purposes. Updates information in MERS.

5.            Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).

6.            Participates in special projects and assignments and performs other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


•               High School diploma or equivalent with one year of general office experience preferably in Residential Mortgage or Title Company or equivalent combination of education and experience.

•               General knowledge of residential loan operations, systems and documentation preferred.

•               Ability to read and listen, understand and communicate information and ideas in a clear and concise manner, both orally and in writing to customers and business partners.

•               Ability to comprehend and perform basic accounting principles and math calculations.

•               Must be able to effectively multi-task, handle numerous loan files at one time and meet regimented deadlines.

•               Ability to learn software applications and strong knowledge of Microsoft Windows operating system & Microsoft Word, Power Point, Excel and Outlook.

•               Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with, business unit management and staff.

•               Certifications and Licenses: None


CONTROL RELATED RESPONSIBILITIES: Become knowledgeable regarding the department's internal controls as outlined in the policies and procedures and comply with all control requirements.

COMPLIANCE: Ability to comprehend and adhere to Federal and State banking regulations, including compliance with the Bank's Bank Secrecy Act/Anti Money Laundering (BSA/AML) program. Follows all Company policies and procedures, and successfully participates in regulatory and Company training requirements via multiple and variable delivery methods.

SAFETY, SECURITY and CONFIDENTIALITY: This position requires keeping complete confidentiality of all customer transactions and information, and paying close attention to security within and around the bank's premises at all times.

The physical demands, travel and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. This position regularly uses a computer (keyboard/mouse/screen) and telephone. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.


WORK ENVIRONMENT: The work is performed in a normal office environment. The noise level in the work environment is usually low to moderate.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)