Loan Officer Assistant (Franklin, TN)

CMG Financial•Franklin, TN

13d•Hybrid

About The Position

As a Loan Officer Assistant, you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process. You’ll be the go-to person for clients, helping guide them from application through closing, and making sure nothing falls through the cracks. If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit. This position is onsite at our Franklin, TN branch but will consider remote if necessary.

Requirements

At least 2 years of experience in the mortgage industry
Familiarity with mortgage terminology and loan processes
Comfortable using Microsoft Office (Word, Excel, Outlook)
Strong communication skills and a customer-first mindset
Highly organized with great attention to detail
Able to thrive in a fast-paced, ever-changing environment
Professional, dependable, and able to handle sensitive information with care

Nice To Haves

Experience with Point software is a plus

Responsibilities

Request disclosures and order appraisals
Open escrow, collect fees and order preliminary title report
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
Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone.
Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines.
Learning new products, techniques, strategies, and process flow to constantly pursue increased customer experience, internal efficiency, and team communication.