Loan Officer Assistant

TEKsystems•Winchester, VA

3d•$24 - $24•Hybrid

About The Position

To assist Loan Officers in facilitating the completion of mortgage loan applications. To collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquries to help them collect required information and complete any necessary documentation.

Requirements

Admin
administrative
banking
mortgage
excel
microsoft
customer service
loan
income verification
credit report
Mortgage/Real Estate/Financial Institution is HIGHLY PREFERRED If we have issues finding this experience, we can aim for Customer Service/administrative Experience in a professional office setting but needs to be 3+ years min
Multi-tasking
Professionalism
Strong customer service
Attention to detail

Responsibilities

Support and Communicate with Loan Officers and Members
Obtaining min required docs from Member to assist in approvability of the loan
Working the loan from pre app to post app
Calculate income, analyzing asset statement
Updating loan operating systems
Pipeline via Jetpack to manage case load- Averaging 45-60 applications total per person which can ramp up during busier times of the year.
They will received assignment notifications which will be in there “Personal queue”. The LO has already completed the set up that way the MLO can use it as a guide to complete what is needed in the application.
50% of the job -daily phone contact to members for certain tasks and other tasks will be virtual contact