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Robert Half Logo Robert Half · Banking

Residential Loan Administrator

United States, Cos Cob · Job Posted March 13, 2026
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Job Description

This role supports the Residential Lending Department of a financial institution, focusing on administrative and operational tasks related to mortgage loans. Ideal candidates will have experience in the financial services industry, particularly in residential lending, and possess strong organizational and communication skills. This position offers an opportunity to contribute to a collaborative team in a fast-paced environment.

Job Responsibility

  • Organize and maintain residential loan files, ensuring all documentation is complete and compliant with internal policies
  • Prepare standard customer documents and correspondence using established templates
  • Provide updates to customers and team members regarding loan status, missing items, and inquiries
  • Coordinate with third parties to secure required documentation, such as verifications and payoffs
  • Assist loan processors and officers with administrative tasks, including updating tracking tools and shared file platforms
  • Generate disclosures, letters, and forms for customer review and ensure accuracy in all document preparation
  • Follow up with external partners, such as appraisers and attorneys, to ensure timely receipt of necessary reports
  • Monitor outstanding items and escalate delays to maintain efficient processing timelines
  • Support compliance and audit readiness by ensuring proper documentation storage and organization
  • Maintain a service-oriented approach in communication with internal and external stakeholders

Requirements

  • Previous experience in banking, mortgage, or financial services is preferred
  • Exceptional organizational skills with a keen attention to detail
  • Ability to handle multiple tasks and meet deadlines in a fast-paced environment
  • Proficiency in Microsoft Excel and shared file platforms such as OneDrive or ShareFile
  • Strong written and verbal communication abilities
  • Familiarity with residential mortgage terminology and documentation is a plus
  • Experience with loan origination systems or document management platforms is beneficial
  • Ability to maintain confidentiality and manage sensitive information effectively

Nice to have

  • Familiarity with residential mortgage terminology and documentation
  • Experience with loan origination systems or document management platforms

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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