Job Details
Job Description
Seeking a Loan Officer Assistant to join our team! The person is responsible for handling inbound
calls/emails, building rapport with clients and business partners, and determining the immediate
needs of both as well. We are seeking a high-energy, motivated, ethical, team player who is
looking to be part of a company and team with a great future in lending. We offer a tremendous
opportunity for growth, compensation, and benefits.
Responsibilities:
Assist new clients through the information intake process and scheduling consultations with
their respective loan officer.
Manage 40-50 leads per month
Ability to review and understand loan application, documentation and AUS findings
necessary for pre-approval.
Manage CRM to include maintaining notes in the client record, effectively working follow-up
tasks and ensuring data relating to communications and the status of leads is accurately
documented
Follow up via phone, text and email with clients and established business partners
to ensure complete information on file, request outstanding document needs, and schedule
consultations and/or meet-ups.
Assist with various marketing efforts: gifting, client/VIP events, communication campaigns.
Qualifications:
Strong attention to detail and written communication
Excellent communication and interpersonal skills
Customer satisfaction orientation and sales competencies
Ability to work in a goal-oriented environment
About Us:
At Neighborhood Loans, we are passionate mortgage lending professionals with one goal in mind
make our clients, our priority. Neighborhood Loans is a Residential Mortgage Lender utilizing a
business model aimed at educating and enabling consumers in a rapidly changing market.
Our mission is to provide the finest service based on the highest standard of ethics, values, and
customer care. In doing so, we will earn the loyalty and trust of homeowners who will become
our lifelong customers and friends.
Benefits:
Dental Insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8-hour shift
In office position