Loan Officer Assistant

AMERICAN HERITAGE LENDING LLC•Irvine, CA

43d•Hybrid

About The Position

American Heritage Lending is seeking highly motivated and customer-centric individuals to join their team as a Loan Officer Assistant. The company is looking for sales professionals dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships. This role involves accurately inputting new loan applications, assisting borrowers with documentation, tracking and organizing submitted documents, performing quality checks, and monitoring loan application pipelines. The assistant will also coordinate with the operations team, act as a liaison for inquiries, and streamline communication. Customer interaction is a key part of the role, serving as the primary point of contact for simple inquiries and providing excellent customer service. Additionally, the position requires maintaining a clean and organized CRM database, generating reports, and providing administrative support to the sales team, including scheduling and ad hoc tasks.

Requirements

Exceptional organizational and multitasking abilities with a keen eye for detail.
Strong communication skills, both written and verbal.
Proficiency in Microsoft Office Suite and CRM systems.
Customer-focused, friendly and professional demeanor.
Eagerness to learn and develop within the investment-purpose lending industry.
Ability to thrive in a fast-paced, deadline driven environment.

Nice To Haves

Experience with loan origination software

Responsibilities

Accurately input new loan applications into the system, ensuring all information is complete and correct.
Assist borrowers in collecting and submitting required initial documentation for loan processing.
Track and organize all submitted documents, ensuring they are uploaded into the system and shared with relevant stakeholders.
Perform quality checks on applications and documentation to identify and address discrepancies before submission.
Monitor loan application pipelines and provide updates to the sales team regarding application statuses and next steps.
Work closely with the operations team to ensure quick and efficient processing of loan applications.
Act as a liaison to address operational inquiries, troubleshoot issues and escalate concerns when necessary.
Help streamline communication between sales and operations to enhance overall workflow.
Serve as the primary point of contact for borrowers with simple inquiries, such as updates on their application status or clarification on required documentation.
Provide excellent customer service, ensuring borrowers feel supported and informed throughout the loan process.
Direct complex inquiries to the appropriate loan officer or team member for resolution.
Maintain a clean and organized database by entering borrower details, monitoring loan statuses and tracking communication records.
Regularly audit CRM records to ensure data accuracy and consistency.
Generate reports and insights from the CRM to support sales strategies and performance tracking.
Follow up on outstanding borrower or partner tasks to ensure timely completion.
Assist the sales team with scheduling, preparing materials and coordinating meetings.
Take on ad hoc tasks and projects assigned by the sales team to support business objectives.