Loan Officer Assistant

Primary Residential Mortgage • Salt Lake City, UT

23h

About The Position

The Loan Officer Assistant supports loan officers and processors by helping manage the workflow for each transaction. The role includes pursuing outstanding documents, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers. The employee is expected to comply with applicable mortgage and fair lending laws and company policies, maintain client and employee privacy, communicate and coordinate effectively, and perform quality work within deadlines. Work is performed in an office setting and may require extended hours.

Requirements

• Basic reading, writing, and arithmetic skills.
• Strong attention to detail.
• Excellent customer service skills.
• Strong written and oral communication skills.
• Ability to handle difficult situations involving branches or divisions effectively and professionally.
• Ability to multitask.
• Knowledge of Microsoft Excel and Microsoft Word.
• Familiarity with accounting terms and procedures, such as debits, credits, and general ledgers.
• Ability to communicate clearly and effectively, use a computer, maintain a work schedule, and perform effectively in an office setting.
• Compliance with applicable mortgage and fair lending laws and regulations, as well as company policies.

Nice To Haves

• Knowledge of Microsoft Office and telephone protocol.
• Ability to type 50 words per minute.
• Reporting skills, administrative writing skills, process management, organization, analysis, professionalism, problem solving, supply management, and inventory control.

Responsibilities

• Assist the processor with sending Loan Status Gram emails or faxes to all pertinent loan parties.
• Attend processor meetings with management and report progress on loans projected to fund during the month.
• Assist the Loan Officer with scheduling pre-qualification and application appointments.
• Assist the Loan Officer with scheduling business development calls and appointments with realtors, builders, and qualifying brokers.
• Assist the Loan Officer with post-closing marketing.
• Assist the Loan Officer with entering loans into databases.
• Pursue outstanding documents, follow up with title and insurance companies, and provide transaction status updates to realtors, builders, sellers, and borrowers.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed