Loan Officer Assistant

About the Role

This position assists the loan officer and processor with the workflow on each transaction, including chasing documents, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.

Responsibilities

• 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 a given month.
• Assists Loan Officer with scheduling pre-qualification and application appointments.
• Assists Loan Officer with scheduling business development calls/appointments, including 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.
• Ability to multi-task.
• Knowledge of Microsoft Excel and Microsoft Word.
• Familiarity with accounting terms and procedures (e.g., debits, credits, General Ledgers, etc.).

Preferences

• Knowledge of Microsoft Office and telephone protocol.
• Ability to type 50 wpm.
• Reporting skills, administrative writing skills, process management, organization, analysis, professionalism, problem-solving, supply management, inventory control.

Work Requirements

• Communicate clearly and effectively, utilize a computer, maintain a work schedule, and perform effectively in an office setting.
• Compliance with and adherence to all applicable mortgage and fair lending laws and regulations, as well as PRMI policies.
• Ability to work extended hours may be required.

Company Expectations

• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adhere to applicable policy and procedures associated with such authorities.
• Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
• Ensure every action and decision aligns with PRMI values.
• Partner with your management team to understand performance expectations and measurements.
• Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• Embrace change; act as an advocate and role model, promoting an approach of continuous improvement.
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs.
• Take ownership of problems and issues, considering the breadth of PRMI competencies in providing solutions.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Work effectively as a team contributor on all assignments.
• Perform quality work within deadlines.
• Respect client and employee privacy.