Brokered Loan Officer Assistant / Production Assistant
About The Position
The Brokered Production Assistant/Loan Officer Assistant is the Experience Manager for all clients. They facilitate both a successful closing, and drive repeat business and referrals based on their customer service and follow through. Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As a Brokered Production Assistant / Loan Officer Assistant, you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process. You’ll be the go-to person for clients, helping guide them from application through closing, and making sure nothing falls through the cracks. If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.
Requirements
- 2+ year experience with brokered mortgage experience preferred
- Familiarity with mortgage terminology
- Proficient in Microsoft Office, Word, Excel, Outlook, etc.
- Excellent communication skills both written and oral
- Ability to work in a fast-paced fluid environment
- High level of integrity and confidentiality required
- The ability to multitask and be extremely organized
Responsibilities
- Request disclosures
- Open escrow, collect fees and order preliminary title report
- Collect and review client documentation
- Review income analysis from the Loan Officer
- Submit loans to the broker portal or via email to the broker
- Gather loan agent PTD and PTF conditions
- Main point of contact in tandem with loan officer for client, facilitate excellent customer experience through prompt response time via email and phone
- Driver of loan process, ensuring borrower, broker, 3rd parties, processing, underwriting, and closing are pushed for on time closings and deadline
- Mastering of all brokered products
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
