Job Description

We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! Responsibilities:

• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
• Screen and make calls, book appointments and provide administrative support as needed

Qualifications:

• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• 2-3 years of professional office environment and administration or mortgage experience preferred
• Excellent customer service and communication skills and willing to go above and beyond for customers and team
• High school diploma or equivalent required. College degree in finance or banking preferred

About Company: We are a dynamic, driven sales organization that prioritizes action and values our employees above all else. Rooted in innovation, agility, and unwavering dedication, we aim to make a significant impact in the financial industry.

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