Loan Officer Assistant

Evergreen OpeningsMarysville, WA
Onsite

About The Position

We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace in Financial Services and Insurance in 2021 and 2022. Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. We're looking to add people who feel the same way we do about our customers, our associates and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a healthy salary, a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

Requirements

  • Active Nevada Mortgage Loan Originator (MLO) license through the NMLS required.
  • High school diploma or equivalent.
  • Exercise good judgment and strong character, motivated, hard working.
  • Ability to work well with fellow associates, clients and vendors.
  • Good communication skills.
  • Neat, clean, healthy work habits.

Nice To Haves

  • 5+ years of mortgage experience preferred.
  • Experience working directly with borrowers and discussing loan scenarios.
  • Ability to interpret guidelines and clearly explain them to borrowers.
  • Experience collaborating with underwriters to resolve loan conditions and issues.

Responsibilities

  • Assist Loan Officer in meeting with borrowers, taking applications, providing disclosures and following-up through closing.
  • Input Team files into LOS with accuracy to make sure the correct information is in the file.
  • Assist Loan Officer in marketing efforts to current and new clients.
  • Assist Loan Officer with administrative tasks such as status reports on loans in process, making copies and printing daily rate sheet.
  • Take loan applications and pre-qualify borrowers over the phone or in person.
  • Responsible for proactive communication with management with respect to all significant challenges or opportunities.
  • Notify the Loan Officer of time off requests in a timely manner.
  • Accompany the Loan Officer in the field, meeting new clients and realtors.
  • Communicate with borrowers and partners via phone, written communication and / or in person.
  • Follow loan transactions from application to closing, communicating with all parties involved on a continual basis.
  • Compile and maintain email databases to be used for communication to current and past borrowers.
  • Design and work with marketing to create marketing materials for use with partners and clients.
  • Other duties as assigned.

Benefits

  • Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses.
  • Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.
  • Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available.
  • Associates are automatically enrolled in Evergreen’s 401(k) plan.
  • Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year.
  • Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

101-250 employees

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