Mortgage Loan Assistant

TexasBank•Fort Worth, TX

2d•Onsite

About The Position

The Mortgage Loan Assistant - Bilingual position includes assisting the Mortgage Loan Officer and Production team with the origination of mortgage loans through sales assistance, loan coordination, document collection, and customer service. This position is fast-paced, deadline-driven, and offers a variety of tasks throughout the day.

Requirements

High School Diploma.
At least one year of work-related experience.
Experience in Database Software, Spreadsheet Software, and Word Processing Software.
Bilingual in English and Spanish is required.

Nice To Haves

Excellent verbal and written communications skills.
Analytical and demonstrates attention to detail.
Problem Solving – works well in group solving situations.
Proficiency in Microsoft Office Applications.

Responsibilities

Assist Mortgage Loan Officer during the application process.
Assist Mortgage Loan Officer in scheduling appointments and follow-up appointments with prospective client(s) and/or real estate agents.
Contact prospective borrowers and follow up with any missing necessary documents for the pre-qualification process.
Assist Mortgage Loan Officer with sales presentations, marketing, and office functions and activities.
Assist Mortgage Loan Officer in building relationships with real estate agents, builders, etc.
Keep pre-qualification files organized throughout the process.
Assist Mortgage LO/LP in the initial set-up stage of all mortgage loans.
Load mortgage loan information into LOS as requested by LO/LP
Maintain consistent follow-up and communication with real estate agents and borrowers as requested by LO/LP on loan status.
As requested, assist Mortgage LO/LP in ordering and/or following up on credit reports, loan verifications, and title work.
Hold weekly file status review with LO / LP as needed.
Performs other duties and special projects as assigned.