HM Loan Officer Assistant
Citizens•Westport, CT
•$22 - $31
About The Position
The HM Loan Officer Assistant supports Loan Officers in managing the residential mortgage pipeline from preapplication through closing. The role includes administrative and customer-service work, taking loan applications, compiling loan packages, and following up to ensure required documentation is complete. The assistant also helps track pipeline files, leads, customer information, and outstanding loan conditions, and serves as a backup to the Loan Officer when they are meeting with clients.
Requirements
- At least 3 years of residential mortgage experience.
- Excellent verbal communication and interpersonal skills.
- Ability to meet deadlines while prioritizing a changing workload.
- Proficiency in Word, Excel, Outlook, and PowerPoint.
- Meet all SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
Responsibilities
- Provide administrative support to loan originators while delivering customer service to internal and external customers.
- Handle filing, enter loan application data, schedule meetings, and contact departments to support smooth processing of individual loan files.
- Contact customers about required loan documentation and prepare materials for Loan Officer review.
- Gather files for weekly pipeline reviews with the mortgage processor and report the status of each file.
- Obtain information related to outstanding conditions on loan files.
- Complete and submit a cross-sell report weekly.
- Help maintain the customer database using the Loyalty Express system.
- Review Projection Reports twice a month.
- Follow up on provided leads and track their progress.
- Order marketing materials and print flyers for the Loan Officer to use when meeting referral partners.
- Provide the Loan Officer with a prioritized list of items to complete each day.
- Serve as backup to the Loan Officer while they are meeting with clients.
Benefits
- Competitive pay
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity and paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction
- Opportunity to earn additional incentive earnings
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
