Loan Officer Assistant (Onsite Eagle, ID)

About the role

The Loan Officer Assistant (Production Assistant) supports the Eagle, ID Branch (Boise, ID area) and the Loan Officer by ensuring timely closing or loan files through coordination with operations staff and proactive customer communication.

Responsibilities

• Request disclosures and calculate income to ensure loans are viable
• Work with complex tax returns
• Open escrow, collect fees, and order preliminary title reports
• Order appraisals
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loan documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores
• Affiliate with marketing initiatives, including event coordination, social media support, and promotional material preparation
• Submit and track expense reports accurately and in a timely manner
• Provide administrative support to the Regional Manager, including scheduling, preparing reports, and managing correspondence

Qualifications and Experience

• Prefer 2+ years of experience in the mortgage industry but willing to train someone excited to get into mortgage
• Must be able to work onsite in Eagle, ID
• Excellent communication and customer service skills
• Strong knowledge of mortgage industry and terminology
• Experience with Byte and other LOS software preferred
• Proficient in Microsoft Office, Word, Excel, Outlook, etc.
• Excellent communication skills both written and oral
• Ability to work in a fast-paced fluid environment
• High level of integrity and confidentiality required

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.

Base Compensation

BASE COMPENSATION : This role is currently allocated for candidates within geographic regions that do not currently require base wage disclosure. The compensation range for this position will be provided upon request. (Due to their geographic location, residents of the states of CA & CO, and for NY are excluded from this role at this time.)