Mortgage Loan Officer Assistant

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, 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!

$45,000 - $65,000 yearly

• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• 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
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Provide administrative support such as screening and making calls, booking appointments, etc.

• Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• 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
• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
• MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred

My team looks to build relationships with our customers to give value to the process, sound advice during and after the loan closes, and make the experience less uncertain. Maintaining and growing relationships with referral partners (Realtors, financial planners, past customers) is an important part of the team concept, too. A rewarding and challenging environment with the potential for growth as the team grows.