Loan Officer Assistant (Onsite Eagle, ID)

CMG Financial•Meridian, ID

8d•Onsite

About The Position

CMG Home Loans is seeking a Loan Officer Assistant (Production Assistant) to support our Eagle, ID Branch (Boise, ID area) and the Loan Officer by ensuring timely closing or 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. Must be able to work onsite at the Eagle, ID Branch.

Requirements

Must be able to work onsite in Eagle, ID
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

2+ years of experience in the mortgage industry
Experience with Byte and other LOS software preferred.

Responsibilities

Request disclosures
Calculate income and run number for loans to make sure viable
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 loans 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.