HM Loan Officer Assistant, MA-Ludlow

Citizens Financial Group • Ludlow, MA

1d • Onsite

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 pre-application to closing. This includes administrative duties, customer service, and taking loan applications. You will also be accountable for compiling the loan package and following up to ensure all necessary documentation is complete.

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, and 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.
• Complete and submit cross sell report on a weekly basis.
• Assist with maintaining customer database via Loyalty Express system.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees