Loan Officer Assistant
The purpose of this position
The purpose of this position is to assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers. Assists the processor with Loan Status Gram email/fax to all pertinent loan parties. Attends processor meetings with management to report the progress of each loan projected to fund in given month. Assists Loan Officer with scheduling pre-qualification and application appointments. Assists Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers. Assists Loan Officer with post-closing markets. Assists Loan officer with inputting loans into databases.
Qualifications
- Basic reading, writing, and arithmetic skills
- Strong attention to detail
- Excellent customer service skills
- Strong communication skills, both written and oral
- Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
- Strong typing skills (50 wpm)
- Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control
Preferences
- Knowledge of Microsoft Office and telephone protocol
- Knowledgeable about Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)
- Knowledge of Microsoft Excel and Microsoft Word
Work Requirements
- Must be able to communicate clearly and effectively
- Maintain a work schedule
- Utilize a computer
- Effectively perform in an office setting