Loan Officer Assistant

CMG Financial

100d•$54,000 - $64,000•Hybrid

About The Position

CMG Home Loans is seeking a Loan Officer Assistant to support our Everette, WA Group. This role will ensure the timely closing of loan files by coordinating with operations staff and maintaining proactive communication with customers. The ideal candidate will be comfortable engaging with clients daily and providing exceptional service throughout the loan process.

Requirements

2+ years of experience in the mortgage industry.
Excellent communication and customer service skills.
Strong knowledge of mortgage industry and 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.

Nice To Haves

NMLS is a plus.
Experience with Byte and other LOS software preferred.

Responsibilities

Request disclosures
Calculate income and run numbers for loans to ensure viability
Work with complicated tax returns
Open escrow, collect fees and order preliminary title report
Order appraisals
Collect and review client documentation
Review income analysis from the Loan Officer
Submit loan documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
Gather Loan Agent PTD and PTF conditions
Submit requests for Rapid Rescores
Assist with marketing initiatives, including event coordination, social media support, and preparation of promotional materials.
Submit and track expense reports accurately and in a timely manner.
Provide administrative support to the Regional Manager, including scheduling, preparing reports, and managing correspondence.