Loan Officer Assistant

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide WOW service to all clients from initial contact through the contract received
• Lead follow-up, document review, and collection of client basic information
• Maintain regular contact with the Managing Loan Officer on the status of all active files
• Attend weekly huddle with LOA Team Leader and all sales huddles
• Initiate contact with new leads and realtors and ask for an appointment to meet with the Managing Loan Officer
• Pull initial credit and provide a list of required documents for pre-approval appointment and collect such documentation for the file
• Add contract details to the loan file when the contract is received, including completing file contacts with the title company and realtor contact details
• Manage lead tracker with communication for Team Meetings
• Double-check guidelines when needed with the UW helpdesk
• Absorb and act on feedback from the Managing Loan Officer

Qualifications

• 1-2 years in a basic Loan Officer Assistant role
• Education and/or experience in a Loan Officer Assistant role
• Skills: structured, detailed, and accurate approach to tasks; ability to identify and resolve client issues with good judgment; desire to work in an energetic and high-paced environment; multi-tasking and proper time management
• Certificates, licenses, registrations: Loan officer Licence in the state you do business