We offer an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program.
Job Purpose
The loan officer assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting loan officers build complete loan files for submission.
Duties and Responsibilities
- Monitor key dates related to loan transactions and respond accordingly
- Manage information entered in client and referral partner databases
- Enter data into loan origination system (Reverse Vision)
- Pull loan application forms and disclosure documents from the internal system
- Send loan application forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly
- Update system on a timely basis when applicable transaction changes occur
- Prepare systems and loan files for submission to the processing and / or underwriting departments.
- Request necessary paperwork, including title work, escrow and appraisal documents, and social security verifications
- Obtain conditions during processing and underwriting
- Provide marketing support by coordinating, creating, tracking, and distributing advertising materials as needed
- May provide clerical and administrative support as needed
- Other duties as assigned by Area Manager
Qualifications
High school diploma or equivalent requiredOne to two years of experience in Mortgage lending or related fieldAdministrative support experience a plusSpanish verbal and written skills a plusAbility to manage multiple priorities; strong detail orientation and highly organizedWorks with a strong sense of urgency and responsivenessPassionate about delivering excellence in customer serviceDemonstrated patience and professionalism when interacting with both internal and external customersProficiency with data entry, PDF software programs, Microsoft Word, and Excel requiredStrong verbal and written communication skillsBasic math skillsEthical, with a commitment to company values