Loan Officer Assistant Jobs

About The Position

Requirements

• Five years to eight years of similar or related experience.
• A high school education or GED.
• Good communication skills.
• Ten key calculator skills.
• Typing skills.
• Keyboard skills.
• Computer skills.
• Must comply with the letter and with the spirit of the bank's Code of Business Conduct and Ethics.
• Must maintain the confidentiality of customer and any other sensitive information.
• Must be punctual and have regular attendance.
• Must complete required training and undertake additional training as needed to increase job knowledge and maximize productivity.
• Must ensure mortgage loan documents and reports are prepared efficiently and in a timely manner.
• Must maintain an excellent knowledge of financial services offered by the bank; to be knowledgeable of competitors' services.
• Must maintain a professional, courteous, and friendly atmosphere for customers and co-workers.
• Must acquire and maintain a working knowledge of regulations and bank procedures.
• Must comply with the provisions of the Bank Secrecy Act and other laws and regulations.

Nice To Haves

• Work involves extensive personal contact with others and is of a personal or sensitive nature.
• Motivating, influencing, and/or training others is key at this level.
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Responsibilities

• Inputs mortgage loan applications for portfolio and secondary market mortgage loans.
• Works with the mortgage loan originators to review LE’s and 1003’s before disclosures. To obtain proper disclosures and supporting documentation necessary to prepare the application for submission to set-up, processing and underwriting.
• Orders appraisals, flood certifications and title work from the service providers to insure the closing dates are met.
• Works closely with the Sales Manager with Current pipeline and MLO pipeline.
• Set up Sales meetings and weekly MLO meetings.
• Training and mentoring existing and new Mortgage Loan Originators.
• Extends rates and relocks.
• Sends out proper documentation for re-disclosures.
• Performs other duties as assigned.