About The Position

This role serves as a primary point of contact for borrowers, managing communication throughout the loan process and assisting with documentation. The assistant will update Loan Officers on loan status, prepare loan files in the Loan Origination System (LOS), and collaborate with Loan Processors to clear conditions. Administrative duties include answering phones, scheduling, preparing correspondence, scanning, faxing, copying, and data entry. The position also involves running reports for pipeline management and performance monitoring.

Requirements

  • Ability to speak, read, and write in English.
  • Ability to clearly communicate complex information to borrowers and internal partners.
  • Strong organizational skills with the ability to manage multiple files simultaneously.
  • Ability to deliver accurate, timely results while working under pressure with minimal supervision.
  • Demonstrated sound judgment and decision-making skills.
  • Excellent customer service, phone, and interpersonal skills.
  • One (1) to four (4) years of recent mortgage loan processing experience required.
  • Familiarity with TILA / RESPA Integrated Disclosure (TRID) requirements.
  • Experience using a Loan Origination System (LOS), preferably Encompass.
  • Requires education generally equivalent to a high school diploma.
  • Experience using Microsoft Office products (i.e. Word, Excel, Outlook, PowerPoint, SharePoint).

Nice To Haves

  • Fluency in additional languages preferred.
  • Working knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA loan programs preferred.

Responsibilities

  • Serve as a primary point of contact for borrowers, ensuring clear, professional, and timely communication throughout the loan process.
  • Assist borrowers with the collection of missing or outstanding documentation required for completion of the loan file.
  • Update Loan Officers on loan status, conditions, and documentation needs; copy Loan Officers on borrower correspondence and document requests.
  • Structure and prepare loan files in the Loan Origination System (LOS), ensuring accurate data entry and readiness for processing.
  • Work collaboratively with the Loan Processor to gather documentation needed to clear Loan Officer and underwriting conditions.
  • Perform administrative support functions including answering phones, scheduling meetings, preparing correspondence, scanning, faxing, copying, and data entry.
  • Run reports to support Loan Officer pipeline management, productivity tracking, and monthly performance monitoring.

Benefits

  • bonus opportunity
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