Loan Officer Assistant

Keller Mortgage (an affiliate of Keller Williams Realty) is one of the country’s fastest growing mortgage companies in the country! We employ over 800 employees, and we are licensed to operate in 49 States (soon to be all 50). In 2019, per Scotsman Guide, we were the 47th largest Mortgage Lender in the United States, with a loan volume of over $2.9 billion. We also placed 40 of our loan officers onto Scotsman’s Guide list of Top Originators (based on volume) for 2019, which represents about 40% of our loan officers. In 2020, we closed over $5.7 billion in loans, and we are expecting even more growth in 2021. Come join the Keller Mortgage family! Responsibilities

• Maintain and update the Loan Officer’s calendar
• Update Realtors and borrowers throughout the loan process; ensuring compliance standards are being met
• Communicate with the borrowers on any outstanding underwriting conditions; and assisting the buyer in satisfying those conditions
• Creates new loan files by preparing documentation for scanning, entry into our system and proper storage
• Facilitates internal communication between processing, underwriting and closing to ensure the closing date will be met; including, but not limited to pre-qualification and pre-approval
• Organize and review active loans for accuracy and compliance prior to submitting to the Loan Officer
• Monitor the status of each loan; and ensure accurate processing through to closing, including conducting any necessary research
• Ensure the borrower’s application has been fully completed, so that the borrower can be properly pre-qualified; and then send the pre-qualification to the Loan Officer for review
• Collect documentation and fees from the borrower, and submit to underwriting
• Update loan officer on pipeline status and update borrower on status of loan
• Accurately obtain & review applicant’s credit history
• Loan Officer Assistants will represent Keller Mortgage’s mission, vision and values with integrity and professionalism
• Loan Officer Assistant s will perform other duties as required

Qualifications

• One or more years of work experience; preferred candidates will have experience working in the mortgage industry
• Pass the SAFE exam and obtain mortgage license in the state(s) required by the Loan Officer and the EVP of Compliance
• Demonstrated experience analyzing and interpreting data
• Demonstrated experience making solid business decisions with available information
• Demonstrated experience working in a fast paced and changing environment
• Demonstrated experience with attention to detail, written and oral communication, multi-tasking, and working in a team atmosphere adhering to tight deadlines
• Loan Officer Assistant candidates will have a High School diploma; preferred candidates will have a Bachelor’s degree in finance, accounting or related field

This position description is intended to be dynamic and subject to change. Position requirements and essential functions may be altered from time to time based upon the needs of the organization and department. This position may be required to execute special projects or other related duties on occasion.
Keller Mortgage is proud to be an Equal Opportunity Employer and an Affirmative Action employer. We celebrate diversity and inclusiveness, and we are committed to building a team that represents a variety of backgrounds, perspectives, and skills.