Bilingual Loan Officer Assistant - English/Spanish

Equity Resources, Inc • Columbus, OH

4m • Hybrid

About The Position

Are you a go-getter who’s been searching for a great company that's family owned, that recognizes your contributions, and has a philosophy of no layoffs during the down-season? A company whose goal and purpose is to Improve the Lives of Families? Take a look at Equity Resources! We are a fun and friendly environment where we work together to meet our daily goals.

Why you’ll love working here
Candidates local to Central Ohio will be asked to work a structured hybrid schedule and can enjoy our corporate office in Newark’s historic downtown square. (Remote work is available for candidates located outside of Central Ohio).
Choose from flexible hours: 8:30 AM – 5:00 PM with a 30-minute lunch, or 8 AM – 5 PM / 8:30 AM – 5:30 PM with a 1-hour lunch.
Generous PTO, 10 paid holidays, plus a day off for your birthday!
Full benefits package (including pet insurance!) first of the month after your first 30 days.
401(k) option with a generous company match —helping you grow your retirement savings faster.
Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer.
Join a stable, employee-focused company that’s been growing since 1993.

Requirements

• High School Diploma or equivalent required; Bachelors’ Degree in Business, Finance, or related field preferred.
• Bilingual fluency in English and Spanish (reading, writing, and speaking) required.
• Minimum of 2 years’ office experience in customer service, administration, or like experience is required.
• Knowledge of or experience with residential mortgage processing, underwriting and/or closing procedures for conventional and government lending is a plus.
• Experience with Loan Origination Systems, such as Encompass, is preferred.
• Demonstrated proficiency with computer systems and software programs including Microsoft Word, Excel, and Outlook required.
• Must be diligent and detail-oriented, with advanced organizational skills.
• Strong communication skills with the ability to work effectively with loan officers, borrowers, real estate agents, and third-party vendors while building trust and confidence.
• Ability to read and interpret detailed instructions, correspondence, and documentation with strong grammar skills.
• Able to work independently with minimal supervision and use sound judgment to solve problems.

Nice To Haves

• Knowledge of or experience with residential mortgage processing, underwriting and/or closing procedures for conventional and government lending is a plus.
• Experience with Loan Origination Systems, such as Encompass, is preferred.

Responsibilities

• Assist the Processor to ensure a client’s mortgage file is processed in a timely manner.
• Responsible for keeping clients updated throughout the mortgage process and answering questions they may have.
• Use existing systems to enable processing and communication on up to 50 client loan files at one time.
• Gather and review borrower information and financial documents to guide clients from preapproval through closing.
• Improve the quality of loan applications submitted and reduce the Loan Officer’s involvement in non-origination tasks.
• Stay informed on loan statuses through reports and regular check-ins with the Loan Officer and Processor.
• Handle administrative and processing tasks that allow the Loan Officer to focus on new business, relationship management, and strategic initiatives.
• Instill confidence in, and build trust with prospects, clients, real estate agents and other referral partners.
• Answer phone calls and check voice mail periodically to ensure timely response to customers.
• Adhere to all Federal and State regulations and follow proper code of ethics as outlined by the Company.
• Support the Company’s strong relationship of a “Raving Fan Service” culture through on-going customer contact, quality customer service, and superior product knowledge.
• Any other duties as assigned.

Benefits

• Generous PTO, 10 paid holidays, plus a day off for your birthday!
• Full benefits package (including pet insurance!) first of the month after your first 30 days.
• 401(k) option with a generous company match —helping you grow your retirement savings faster.
• Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED