Loan Officer Associate

Your Responsibilities

• Participate in formal training programs provided by the company.
• These programs cover various aspects of lending, including understanding different types of loans, assessing creditworthiness, and navigating the loan approval process.
• Train with manager on mortgage rate sheets in order to learn to accurately price and lock loans.
• Review various daily/weekly/monthly reports to learn the overall mortgage process from application to closing.
• Successfully complete testing for mortgage licensing and appropriate state licensing as needed.
• Maintain up-to-date knowledge of RESPA through continuing education courses.
• Update the loan application with any missing data.
• Maintain notes within the Loan Origination System to ensure complete exchange of information.
• Occasionally provide initial set up of the file.
• Support and coordinate with processors and closers in procuring loan documents from borrowers and other entities as needed.
• Aid in engaging and assisting internal associates through various channels (phone, email, chat) and receive a prompt response.
• Assist Loan Officers in scheduling and conducting meetings as needed to discuss any follow-up issues or items that need to be addressed.
• Engage in builder and realtor functions to develop and maintain relationships.
• Work with Division Manager and Loan Officers on local marketing campaigns.
• Ensure that borrowers can easily reach out through various channels (phone, email, chat) and receive prompt responses.
• Act as a primary contact between our borrowers and their Loan Officers.
• Collaborate and flexibly schedule work, including weekends and evenings as needed.

Your Toolbox

• High school diploma or equivalent
• Bachelor's degree (BA/BS) preferred
• Mortgage or banking experience (preferred)
• Experience in articulating product or service features, benefits, and value
• A genuine passion for going above and beyond to ensure customer satisfaction
• Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities
• Proficient in using standard office software (e.g., Microsoft Office Suite)
• Valid driver’s license and reliable transportation