Loan Originator Ast Unlicensed

Essential Duties and Responsibilities

• Communicate with parties to the transaction to update them on loan status
• Track outstanding applications and loan documents and call customers to follow up on those documents
• Schedule appointments for the MLO
• Aid the MLO in converting prequalification to applications in the LOS
• Aid the MLO in preparing loan application documentation to submit to processing
• Aid the MLO in returning phone calls when appropriate
• Maintain pipeline reports daily and communicate with processors weekly/daily
• Occasionally provide initial setup of the file, such as ordering appraisal, title, verifications, etc.
• Maintain current knowledge of company and investor guidelines as well as state and federal regulations
• Conduct all business in a professional and ethical manner

Qualifications

• High school diploma or equivalent
• Six months to one-year related experience and/or training
• Strong attention to detail and ability to multitask in a fast-paced environment
• Strong verbal and written communication skills
• Ability to apply common sense understanding to carry out instructions
• Proficiency with MS Office and email
• Ability to sit for majority of 8-hour workday; use hands and fingers to handle or feel; reach with hands and arms; talk and hear
• Specific vision abilities required by this job include close vision and peripheral vision
• The noise level is generally moderate

Preferred Qualifications

• Proficiency with loan origination software and CRM systems