Senior Associate Mortgage Loan Officer Assistant

Essential Responsibilities

• Act as a primary point of contact for the borrower on behalf of the lending team as well as for parties engaged in a loan application.
• Assist in appointment setting with prospective and new applicants.
• Analyze customer’s credit and financial scenario and determine appropriate loan product(s) under the guidance and review of the loan officer.
• Run credit on assigned loans.
• Pull and prep web applications and other duties, including updating credit reports and AUS findings.
• Provide support in the collection and preparation of submitting loan application with supporting documentation.
• Maintain customer and referral partner contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.
• Manage assigned database, tracking active loan(s) and entering data.

Education & Years Of Experience

• Minimum - High School Certificate or Equivalent
• Minimum - 3 Years of Mortgage, Mortgage Lending or Related License/Certifications/Training
• Preferred - Nationwide Mortgage Licensing System (NMLS)

Compensation & Benefits

• Typical hiring range: $34,200.00 to $48,500.00 Annually.
• Actual compensation will be determined using factors such as experience, skills & knowledge.
• Benefits: Health care, vision, dental, 401k with employer match, Annual performance bonus, Work from home up to 3 days a week, Paid parental leave, Employee discount programs, Time off including paid personal and sick days, 11 paid holidays, Education reimbursement.

Adherence to Compliance

• Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act.
• Ensures compliance with all applicable state and federal laws, company procedures and policies.
• Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.