LOAN ASST*
We are a local branch looking for a Loan Officer Assistant to help our Loan Officers’ growing business. Our ideal candidate would be someone already working in the industry with their NMLS MLO license who wants to grow a business as a part of a team. Key Responsibilities:
- Review clients’ income, application, and credit reports for pre-approval
- Assist Loan Officers with originating new loans
- Prepare initial disclosures including Loan Estimates
- Assist the Processor in preparing files for underwriting
- Help Loan Officers with prospecting, including marketing and outbound calls to clients
- Maintain up-to-date information in our client database
- Assist in administrative and organizational tasks
- Effectively keep clients, realtors, and teammates updated on their files’ status
- Other responsibilities as assigned
Requirements:
- 2+ years of experience in the mortgage industry
- Active MLO NMLS license
- Experience with Encompass
- Experience pre-approving clients for home purchases
- Experience in marketing, prospecting, and calling clients
- High school diploma or equivalent required (relevant college classes or degrees are beneficial but not essential)
- Self-starter with a strong work ethic
- Strong verbal and written communication skills
- Effective organizational abilities
- Good customer service over email, phone and text
- Proficiency working with percentages, averages, and fractions
- Detail oriented
- Proficient in Microsoft Office (Outlook, Word, and Excel)
- Live in the Pacific Time Zone
Preferred Experience
- NCino
- MBS Highway
- Total Expert
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