Mortgage Loan Officer Assistant

What You’ll Do

• Provide a warm welcome to Realtors and Clients
• Monitor and manage workflow to ensure timely closings
• Maintain product knowledge and stay up-to-date on changes to market conditions
• Comply with all applicable laws and regulations related to mortgage lending
• Set up loan files and pre-qualification, and once under contract, review borrower income and asset documentation for completeness and accuracy
• Communicate with borrowers, processors, operations staff, title companies, Realtors, etc., to expedite the mortgage process
• Request and follow up on required documentation from our clients
• Disclose and submit loans to the Operations Department – lots of attention to detail
• Perform basic income calculations, run AUS and set up loan scenarios in Mortgage Coach
• Provide extraordinary customer service to both internal and external customers
• Meet goals regarding time frames - we always close our clients on time
• Plan and set up lunch-ins, meetings, etc.
• Market, service, and promote the Company’s loan products, make outbound calls to past clients to check in and schedule check up conversations

What You'll Need To Be Successful

• Time management skills, organization, and positive attitude
• Excellent customer service skills
• Strong written and verbal communication skills
• Strong computer and technology-related skills
• Extremely organized
• Computer savvy and strong ability to pick up quickly on new systems
• Ability to follow up with multiple prospects daily
• Strong organizational, problem-solving, and analytical skills required
• CRM/Salesforce experience and knowledge of working within a database are a plus
• Professional demeanor
• Self-motivated
• NMLS license (preferred)

Where You Come In

This professional will assist the Loan Officer in partnering with Realtors, Builders, and other clients in securing mortgage financing. In this role, you must be technically competent and driven to help our customers. You will need to bring enthusiasm, attention to detail, and a servant's heart to this role.

What We Offer

• A competitive salary
• Medical, Dental, Vision, Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K
• Paid Parental Leave
• The opportunity for a performance based bonus based on position and department