Loan Officer Assistant
About The Position
The Loan Officer Assistant is the personal support to a high producing Loan Officer or Sales Manager with consistent loan closing volume of $ 2 Million per month. Duties include general clerical, loan origination functions to include pre-qualifying clients, file data entry, file organization and LO pipeline management. This person will assist in marketing and customer retention initiatives on behalf of the loan officer. This person will maintain a professional company image through in person and phone interaction coupled with exemplary customer service to both internal and external contacts.
Requirements
- High School diploma or GED required
- At least 2 years Administrative/Mortgage/Real Estate Assistant experience required
- Must have active NMLS license
- Excellent knowledge of mortgage and home equity products and GSE underwriting guidelines.
- Strong sales, member service and leadership skills essential.
- Consistently produces high volume
- Provide professional communication in both oral & written expression to work effectively with users and management.
- Organizational skills with ability to prioritize and meet deadlines while maintaining high degree of accuracy
- Ability to follow instructions
- Ability to manage highly confidential information
- Ability to work well with others
- Working knowledge of Microsoft Excel, Word and mortgage origination software programs
Nice To Haves
- Associate degree desired
Responsibilities
- Loan Pipeline management of Loan Officer’s clients and prospect files.
- Customer follow up to gather required mortgage application and approval documentation conditions from clients and prospects, and scheduling closing times as necessary
- Clerical/Office Assistant duties including but not limited to phone/email management for LO, mail/overnight items, client and business partner meeting organization, supplies management and copy/scan/fax documents to loan in client S Drive folder
- Data entry of applications into Loan Origination System
- Day to Day communication with Processing staff to assist in compliance and documentation requirements
- Organization of client files and documents, with submission to processing staff
- Organization of promotional activities for LO to include marketing flyers, advertising, sales meetings and marketing campaigns requested by managing LO or Sales Manager
- All other duties as assigned by management
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
