Loan Officer Assistant

Primary Function

The Loan Officer Assistant position allows someone with the desire to get into the mortgage business an opportunity to do so without any prior experience. They are responsible for supporting a sales team to ensure we retain as many purchase customers as possible. Support comes from assisting in the day-to-day front-end process including communicating with customers, collecting documents, analyzing documents, and submitting files to our operations team. The position is designed to be a 10-12 month program with the end goal of obtaining their loan officer license by passing SAFE and then being promoted to a producing loan officer.

Principal Duties

• Work independently in a fast-paced environment with high volume of loan files
• Contact pre-qualified customers to obtain documents needed for pre-approval
• Analyze income and asset documentation to issue a pre-approval
• Once customer is under contract, work with them to complete e-sign and collect any additional documents needed to submit a full file to our operations team
• Work with our operations team on troubleshooting anything missing or information needed for underwriting
• Provide consumers with a superior level of customer service
• Stay informed of developing trends in the mortgage industry
• Attend/assist with scheduled meetings, training sessions, and courses
• Maintain compliance with all industry-specific federal and state licensed activity requirements and company’s Code of Conduct
• Perform additional projects and duties as assigned by management

Education And Experience Requirements

• Two-year college degree or equivalent preferred
• Must qualify for and obtain state licensure in the states where the company does business
• Sales and customer service experience a plus

Knowledge, Skill and Ability Requirements

• Ability to quickly connect with people in an outgoing, friendly manner
• Strong sense of responsibility for completing work quickly and accurately
• Ability to handle faster-than-average pace of activities
• Detail-orientation with efficient focus on work activities
• Careful decision-making skill with ability to avoid mistakes
• Excellent oral, written, listening, and organizational skills
• Basic computer and MS Office skills

Work Environment And Physical Requirements

• Working on-site at assigned office location
• Regular and punctual attendance adhering to schedule established by leadership
• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations
• Sedentary work in a stationary position at a cubicle for prolonged periods of time
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures

A Good Faith Estimate Of The Compensation

A Good Faith Estimate Of The Compensation Is 15,080.00 - 60,000.00 Compensation for this position may also include other elements, including medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual.

Additional Information

• While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.