Mortgage Loan Assistant
About The Position
Assists mortgage loan officer in taking residential loan applications and gathering information needed to verify that application data is complete and meets credit union standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment; recommends that loans not meeting standards be denied. Properly prepare files for submission to processing. This entails reviewing file to make sure all disclosures have been accurately provided to the borrower and necessary income and asset documentation has been received from the borrower. Establish appointments with members and assist them with the application process. Stay acquainted with Loan Officer’s daily schedule. Pull daily, weekly and monthly reports as assigned. Process web applications, phone applications and walk-ins for the loan officer. Performs other related duties as assigned.
Requirements
- Ability to take residential loan applications.
- Gather information to verify application data completeness and adherence to credit union standards.
- Review files to ensure accurate disclosures and receipt of necessary income and asset documentation.
- Establish appointments and assist members with the application process.
- Maintain awareness of Loan Officer's daily schedule.
- Pull assigned reports (daily, weekly, monthly).
- Process various application types (web, phone, walk-ins).
Responsibilities
- Assist mortgage loan officer in taking residential loan applications and gathering information.
- Verify application data is complete and meets credit union standards.
- Recommend denial for loans not meeting standards.
- Prepare files for submission to processing, ensuring disclosures are accurate and documentation is received.
- Establish appointments with members and assist with the application process.
- Stay acquainted with Loan Officer’s daily schedule.
- Pull daily, weekly, and monthly reports as assigned.
- Process web applications, phone applications, and walk-ins for the loan officer.
- Perform other related duties as assigned.
Benefits
- Base pay + commission
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
