Loan Officer Assistant (Franklin, TN)

Essential Duties And Responsibilities

• Request disclosures and order appraisals
• Open escrow, collect fees and order preliminary title report
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores
• Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone.
• Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines.
• Learning new products, techniques, strategies, and process flow to constantly pursue increased customer experience, internal efficiency, and team communication.

Qualifications And Experience

• At least 2 years of experience in the mortgage industry
• Familiarity with mortgage terminology and loan processes
• Experience with Point software is a plus
• Comfortable using Microsoft Office (Word, Excel, Outlook)
• Strong communication skills and a customer-first mindset
• Highly organized with great attention to detail
• Able to thrive in a fast-paced, ever-changing environment
• Professional, dependable, and able to handle sensitive information with care

Supervisory Responsibilities

Direct Reports: NA

Physical And Environmental Conditions

• This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work.
• The position may involve partial stationary positions and moving throughout the day.
• Flexibility to work overtime to meet project deadlines is required.