HM Loan Officer Assistant

Citizens Financial Group • Marlton, NJ

8d • $45,000 - $55,000

About The Position

As the HM Loan Officer Assistant, you will be responsible for providing assistance to the Loan Officer(s) in managing the residential mortgage pipeline from preapplication to closing (including, but not limited to, duties such as administrative, customer service, and taking loan applications). In addition, you will be accountable for compiling the loan package and follow-up to ensure the necessary documentation for a complete loan package. Primary responsibilities include Provide administrative support to the loan originator while providing world class customer service to internal and external customers. Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files. Contact customers regarding required loan documentation and prepare for loan officer review. Gather files for weekly pipeline review with mortgage processor and provide the status of each file. Obtain necessary information related to outstanding conditions on loan files. Required to complete and submit cross sell report on a weekly basis. Assist with maintaining customer database via Loyalty Express system. It will be necessary to review Projection Reports twice a month. Follow-up on leads that are provided and track progress. Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with referral partners. Provide a list of prioritized items necessary for the loan officer to complete on a daily basis. Serve as a back up to the Loan Officer while they are out meeting with clients.

Requirements

• Minimum 3 years residential mortgage experience.
• Excellent verbal communication and interpersonal skills.
• Ability to meet deadlines while prioritizing a changing workload.
• Proficient in Word, Excel, Outlook & PowerPoint.
• Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.

Responsibilities

• Provide administrative support to the loan originator while providing world class customer service to internal and external customers.
• Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various departments to ensure smooth processing of individual loan files.
• Contact customers regarding required loan documentation and prepare for loan officer review.
• Gather files for weekly pipeline review with mortgage processor and provide the status of each file.
• Obtain necessary information related to outstanding conditions on loan files.
• Required to complete and submit cross sell report on a weekly basis.
• Assist with maintaining customer database via Loyalty Express system.
• It will be necessary to review Projection Reports twice a month.
• Follow-up on leads that are provided and track progress.
• Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with referral partners.
• Provide a list of prioritized items necessary for the loan officer to complete on a daily basis.
• Serve as a back up to the Loan Officer while they are out meeting with clients.

Benefits

• We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
• Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed