We’re hiring a full-time loan officer assistant who will work alongside our loan officer to structure loans for our clients and help get applicants mortgage ready. While our loan officer is out in the field driving in more loan business to fill the pipeline, you’ll be analyzing customer credit, reviewing income, and assessing documents to ensure an efficient and successful close. While also helping with marketing materials and staying in touch with our database.
The ideal candidate will be detail-oriented, have great attention to detail, and be able to provide exceptional customer service. Candidate should have a proven track record of creating and implementing systems and procedures in a remote work atmosphere. This person will have a strong sense of urgency and must enjoy “to-do lists”. The ideal candidate will work well with minimal supervision, gradually taking on more responsibility and leadership within the team.
Responsibilities:
Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items
Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Manage CRM database
Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service
Establish and maintain relationships with referral partners and borrowers to retain existing clients and attract new business
Qualifications:
Previous experience fulfilling the roles of an LOA/Loan Partner, Processor, Loan Officer and/or Underwriter, (Preferred)
Current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation, (Preferred)
Working knowledge of automated underwriting systems such as DU and LP, is a plus
Excellent time management, interpersonal, communication, and follow-up skills
1-2 years of professional office experience
Excellent computer and typing skills
Proficiency with all Microsoft Office products
Strong interpersonal skills
Ability to maintain a positive and professional attitude at all times
Ability to maintain composure and poise in a fast-paced environment
Strong oral and written communication skills
Outstanding organizational and time management skills; strong attention to detail.
Tech savvy; up-to-date with latest office gadgets and applications; proficient in Microsoft Office.
Calm under pressure.
Ability to multitask and prioritize daily workload..
Strong problem-solving abilities.
Discretion and confidentiality.
Ability to stay focused and on task in a busy office.
To apply:
If you’re interested, please submit the following:
A link to your resume in PDF format with the following naming convention: []
Details of your [job title / description] experience
A link to your completed personality quiz: /s/glGvRz
Your answer to this question: if you were an animal, what animal would you be and why?
Your answer to this question: What is your favorite quote and why?
Submissions should go to: []
I will be looking for people who can format their submission in a way that makes it easy for us to review. Remember, in client management you want to help make it as easy on the client as possible! I’m happy to answer any questions you may include in your application.
Thank you for your consideration and best of luck on your job search!
APPLY FOR THIS JOB:
Company: Sourcepass
Name: Dennis Callan
Email: