Loan Officer Assistant

About the role

The Loan Officer Assistant’s primary role is to act as a liaison between the Loan Officer, borrowers, and operation departments. Assist with ensuring clear communication for a smooth closing transaction.

Responsibilities

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

Requirements

• High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
• Ability to manage multiple priorities, strong detail orientation and highly organized.
• 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 required.
• Strong verbal and written communication skills.
• Basic math skills.
• Ethical, with a commitment to company values.
• Fluency in English language (written, oral, spoken); fluency in a second language desirable.