Mortgage Loan Officer Assistant

About the role

Cornwallstone Home Lending is a unique national home lender dedicated to providing exceptional service, customer satisfaction, on-time closings, employee retention, and happiness. We are committed to our Mission, Vision, and Core Convictions, particularly our focus on on-time closings.

Responsibilities

• Provide a warm welcome to Realtors and Clients
• Maintain workflow to ensure timely closings
• Stay updated on market conditions and product knowledge
• Comply with relevant laws and regulations
• Set up loan files and pre-qualification
• Review borrower income and asset documentation for completeness and accuracy
• Communicate with borrowers, processors, operations staff, title companies, Realtors, etc.
• Request and follow up on required documentation from clients
• Disclose and submit loans to the Operations Department
• 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 - closing clients on time
• Work within a database
• 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

Requirements

• Excellent customer service skills
• Strong written and verbal communication skills
• Strong computer and technology-related skills
• Extremely organized
• Computer savvy and quick learner
• DU is a plus
• Ability to follow up with multiple prospects daily
• Strong organizational, problem-solving, and analytical skills
• CRM/Salesforce experience and knowledge of working within a database are a plus
• Professional demeanor
• Self-motivated
• NMLS license (preferred)

Qualifications

• Time management skills
• Organization skills
• Positive attitude

Skills

• Customer service skills
• Written and verbal communication skills
• Computer and technology-related skills
• Organizational skills
• Problem-solving and analytical skills
• CRM/Salesforce experience
• Professional demeanor
• Self-motivation
• NMLS license (preferred)

Benefits

• Competitive salary
• Medical, Dental, Vision insurance
• Accidental Death, Long-Term Disability, Short-Term Disability coverage
• FSA, HSA options
• 401K plan
• Basic Life, Voluntary Life insurance
• Paid Parental Leave

Pay

Competitive salary

Schedule

Flexible schedule to accommodate the needs of the position and the client base.