Loan Officer Assistant
About The Position
As a Loan Officer Assistant you'll provide support to Loan Officers by managing administrative tasks related to loan applications, including gathering customer documents, verifying information, preparing loan packages, communicating with borrowers and other parties involved in the loan process. You'll also ensure all necessary paperwork is completed accurately to facilitate the loan approval and closing process. Assist customers on how to e-sign and e-consent when needed. Assist Mortgage Bankers and Loan Processors collecting stips (examples: W-2s and pay stubs). Answer incoming calls when all agents are occupied. Update Encompass when needed. Assist Sales Managers and Loan Officers. Keep Sales Manager updated on expiration dates and status on loans currently in the pipeline.
Requirements
- 1+ years of related experience in Administrative Support, Mortgage or similar field
- High school diploma required
- Entry level knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services
- Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Intermediate knowledge of MS Office Products
- Intermediate speaking and writing communication skills
Responsibilities
- managing administrative tasks related to loan applications
- gathering customer documents
- verifying information
- preparing loan packages
- communicating with borrowers and other parties involved in the loan process
- ensure all necessary paperwork is completed accurately to facilitate the loan approval and closing process
- Assist customers on how to e-sign and e-consent when needed
- Assist Mortgage Bankers and Loan Processors collecting stips (examples: W-2s and pay stubs)
- Answer incoming calls when all agents are occupied
- Update Encompass when needed
- Assist Sales Managers and Loan Officers
- Keep Sales Manager updated on expiration dates and status on loans currently in the pipeline
Benefits
- competitive salaries
- an ownership stake in the company
- medical and dental insurance
- time off
- a great 401k matching program
- tuition assistance program
- an employee volunteer program
- a wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
