Loan Officer Assistant

About the Role

Responsible for managing communications and providing administrative support to Loan Officers (and Branch Manager as necessary) in a fast-paced environment. After 6 months, performance will be reviewed to explore the opportunity for a mentoring position to learn the origination side of the business.

Responsibilities

• Develop all Loan Officer correspondence, including:
  • Manage birthday card database
  • Contact FSBO’s with mailings
  • Develop flyers (e.g., listing and marketing)
  • Order postcards for all appraisals
  • Mail intro letters to all pre-quals
  • Mail thank-you letters to realtors for referrals
  • Manage monthly or quarterly newsletter for Loan Officers (including setup, mailings, and issuing deadlines for material)
• Distribute Loan Status reports weekly to realtors
• Email weekly rate sheet to realtor database
• Call online applicants to obtain missing information
• Report weekly loan status to customers
• Follow up with previous pre-quals to maintain contact with customers who have not closed
• Send thank-you letters to newly closed clients
• Update and maintain closed loan database monthly
• Attend weekly team meetings and bi-weekly Loan Officer meetings
• Lock in loans while Loan Officers are in the field
• Order appraisal and title, and stack files in submission order for all new files (Loan Officer to review before handoff to processor)
• Manage mortgage returns and top-of-mind communications
• Track UTCs, closings, and lock expirations to meet deadlines
• Run credit reports
• Take loan applications and pre-qualifications
• Input loan data from start to finish into E3
• Run loans through various systems
• Submit loan files to underwriting
• Other duties as assigned

Requirements

• High School diploma or equivalent (college degree preferred)
• 1-2 years administrative support experience (1 year mortgage industry experience preferred)
• Proficiency in Microsoft Office (particularly Excel & Word) and Windows applications
• Ability to learn and work with various mortgage computerized applications
• Excellent interpersonal, oral, and written communication skills (including spelling/grammar)
• Strong organizational, follow-up, problem-solving, and analytical skills
• Detail-, task-, and goal-oriented
• Ability to relate and communicate professionally with all levels of management and external contacts
• Ability to prioritize and perform multiple tasks in a fast-paced team environment
• Strong work ethic with the ability to work independently with little or no supervision
• Excellent attendance history
• Willingness to take classes and testing to qualify for Federal/State Loan Officer License within the first 6 months of employment

Training

• New Hires:
  • BSM/AML: The Basics
  • Marketing Compliance
  • Annual Consumer Complaint Attestation
• Existing Employees:
  • BSA and AML: Essentials
  • Annual Sexual Harassment Training

Physical Requirements

• Ability to navigate throughout the building and travel within the community
• Physically present at real estate and other customer offices for marketing purposes
• Good hearing and communication skills
• Good eye-hand coordination and finger movement for computer software use