Loan Processor & Loan Officer Assistant

PRIMARY POSITION-SPECIFIC RESPONSIBILITIES

• Obtain and review required loan documentation from customers to ensure completeness and accuracy.
• Proactively communicate with clients, third-party vendors, and team members to collect missing documentation and resolve discrepancies.
• Submit complete loan files to underwriting and follow up as needed.
• Initiate title and appraisal orders; track progress to ensure timely completion.
• Schedule and coordinate appointments, meetings, and other client-related events for the Loan Officer.
• Aid in marketing initiatives to support lead generation and client outreach.
• Stay up to date on company policies, mortgage regulations, and industry best practices.
• Maintain organized and compliant loan files throughout the processing lifecycle.
• Perform general clerical duties and other tasks as assigned.

ESSENTIAL SKILLS & EXPERIENCE

• A High School Diploma or equivalent required.
• Minimum of one (1) year of hands-on loan processing experience in the mortgage banking industry preferred.
• Exceptional attention to detail and accuracy.
• Strong organizational skills and ability to manage multiple files and deadlines simultaneously.
• Dependable and self-motivated with the ability to work independently.
• Excellent written and verbal communication skills.
• Comfortable learning and adapting to regulatory updates and internal policy changes.