Mortgage Loan Origination Assistant II

Sunflower Bank NA•Plano, TX

6h•Onsite

About The Position

The Mortgage Loan Origination Assistant II supports assigned Mortgage Loan Originators in managing the client experience. This position creates and grows exceptional relationships with current and past clients, referral partners, team members and vendors all while ensuring satisfaction, communication and the right mortgage solution.

Requirements

Minimum of two years prior mortgage experience
Must possess knowledge of federal lending regulations governing residential real estate.
Must possess excellent communication and interpersonal skills.
Must be detail-oriented, highly energetic, organized and responsive.
Must be able to meet changing deadlines.

Nice To Haves

Bachelor’s Degree, preferred or equivalent, relevant work experience.
Mortgage LOA, Junior LO, Production Partner experience, preferred.
Prior experience with Salesforce and Encompass Origination Systems, preferred.
Knowledge relating to mortgage banking compliance, FHA, VA, Conventional and FNMA guide, preferred.

Responsibilities

Participate in client interviews to assess client needs and suggest appropriate solutions.
Assist Mortgage Loan Originators with the loan application process.
Provide excellent customer service on inbound and outbound sales calls with a high conversion rate.
Review, prepare and organize complete preliminary loan packages for processing in a timely manner including, but not limited to, title work, credit reports, fraud reports, insurance documents, tax transcripts, and verifications of employment.
Prepare cost estimates for clients.
Order and review environmental reports.
Maintain regular communication with clients, real estate agents, and titles companies.