Loan Officer Assistant

About the Role

The Loan Officer Assistant acts as a liaison between the Loan Officer, borrowers, and operation departments to ensure clear communication for a smooth closing transaction.

Responsibilities

• Assist Loan Officer as needed (excluding any licensed activity).
• Collect missing documentation for completion of loan files from borrowers.
• Work with the Processor to collect documentation to clear Loan Officer conditions.
• Update the Loan Officer on the status of conditions and copy them on correspondence and requests for documentation.
• Order verification of employment (VOE).
• Stack files for processing.
• Manage client and referral partner databases.
• Perform basic office functions including taking phone calls, scheduling meetings, and making copies.
• Comply with the policies and procedures outlined in the Company Handbook.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent is preferred.
• At least two years of experience in mortgage lending or a related field.
• Ability to manage multiple priorities with strong detail orientation and organization.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel.
• Strong verbal and written communication skills.
• Basic math skills.
• Ethical, with a commitment to company values.
• Fluency in English (written, oral, spoken); fluency in a second language is desirable.

Pay

Competitive compensation package commensurate with background and experience.