Loan Officer Assistant/Processor

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide WOW service from contract to close.
• Manage the Pipeline.
• Document review/Updates.
• Works with operations partners in all aspects of the loan process to the closing.
• Coincides with realtors and title company to arrange the closing.
• Communicates with agents to deliver Tuesday Updates verbally and in writing.
• Maintains regular contact with Managing Loan Officer on status of all active files.
• Organizes and submits final loan file to MS within 24 hrs. of receipt.
• Completes VOR, VOE and tax transcripts as needed.
• Orders title, appraisal on files.
• Works with client & processor to facilitate gathering and submission of all conditions.
• Pipeline management with processor and team weekly meetings.
• Pre-Close checklist with client 48 hours prior to closing.
• Attends weekly huddle with LOA Team leader.
• Attends all Sales Huddles.

Qualifications

• 3+ years experience as a Loan Officer Assistant or Loan Processor experience preferred.
• Structured, detailed, and accurate approach to tasks.
• Knowledge of the Encompass LOS and MS office suite.
• Knowledge of agency guidelines on FHA/VA/USDA/CONV/HFA.
• Knowledge of RESPA and disclosure requirements.
• Ability to identify and resolve client issues with good judgment.
• A desire to work in an energetic and high-paced environment.
• Skilled at multi-tasking and staying organized with proper time management.