Job Details
Description
We are looking for a highly-skilled loan partner to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!
Responsibilities
Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
Serve as the primary contact and liaison between clients, branch manager, and assigned mortgage loan originator and conduct meetings to coordinate any follow-up items
Provide administrative support such as screening and making calls, booking appointments, etc.
Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Qualifications
High school diploma or equivalent required. College degree in finance or banking preferred
NMLS license or training is not required, but is desired
MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred