Loan Officer Assistant

Duties And Responsibilities

• Proactively manage the loan process from origination to funding, analyzing documentation, anticipating needs, and proactively taking action.
• Collections required documentation, and communicates loan application status to team members and real estate agents.
• Responds to inquiries from team members, real estate agents, title companies, and mortgage operations associates.
• Updates internal software systems for reporting.
• Uploads documentation and packages loan applications for submission to processing.
• Sets appointments with customers on behalf of MLO.
• Attends weekly pipeline meeting with our local builder.
• Adheres to company and regulatory timelines.
• May occasionally originate mortgage loan applications and lock rates directly in the loan origination system.

Requirements

• Minimum Education: High school graduate with at least one year of relevant course study including seminars and workshops combined with at least one year of related experience and/or training; general knowledge of loan processing and underwriting fundamentals.
• Experience: Minimum one year of relevant course study including seminars and workshops combined with at least one year of related experience and/or training.
• Skills And Abilities: Customer-service oriented with good verbal and written communication skills for interaction with a variety of people inside and outside of the organization. Ability to elicit, interpret, analyze and evaluate given information relative to underwriting guidelines and lender requirements. Excellent organization skills and detail-oriented aptitude. General administrative abilities to include typing, filing and use of computer, calculator, copier and facsimile machines.

Benefits

• Comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more.
• We are committed to attracting, developing, and retaining diverse talent that reflects the customers we serve and the communities where we live and work.
• We are proud to be an EEO/AA employer M/F/D/V.
• We maintain a drug-free workplace and perform pre-employment substance abuse testing.