Loan Officer Assistant

Essential Duties Include

• Organizes and tracks all active loans as directed by the assigned Loan Officer.
• Maintains Loan Officer Database and coordinates loan submissions to processing and closing.
• Monitors the status of each file and ensures accurate and efficient processing through closing to include guideline research.
• Meets with clients, as necessary, to take borrower applications and pre-qualifies applicants and presents and reviews date with Loan Officer.
• Completes and reviews required forms with borrowers; collects necessary documentation and appropriate fees; and submits to the automated underwriting system.
• Reviews and assists in the evaluation of information pertinent to client's application and makes recommendations.
• Reviews files to ensure completeness, accuracy, and compliance.
• Answers, screens, and directs calls for individual Loan Officer to ensure a high level of customer service.
• Aids in pricing and rate locks.
• Updates Loan Officer on pipeline status and updates borrowers and builders on status of loan.

Qualifications

• High School Diploma or equivalency.
• Minimum of three (3) years of coordinating and processing mortgage loans while providing a high-level of customer service, or other related experience.
• Applicable State and National licenses (NMLS and SAFE Act Compliant).
• Working knowledge of mortgage loans and/or loan procedures.
• Excellent interpersonal and organizational skills.
• Excellent written and verbal communication skills.
• Excellent telephone etiquette skills.
• Ability to operate personal computers to include MS Word, Excel and Internet.
• Ability to sit for long periods of time gathering, updating, and validating mortgage loan applications.
• Ability to lift 10-20 lbs. of loan papers, files, and other documents.
• Ability to work independently and exercise sound judgement.