The loan officer assistant is responsible for providing direct clerical and administrative support to the loan officer(s) to enable the loan officer to grow and generate business. This includes providing exceptional customer service and support to internal and external customers.
Respond to all incoming phone calls from new or returning clients.
Analyze credit, income and assets to determine qualification for a mortgage.
Follow up requests to clients, agents, title companies and other 3rd party vendors for additional documentation that may be needed to obtain mortgage approval.
Maintain thorough knowledge on all mortgage products as well as product lines. Research Investor, Agency, FHA, VA and Bond Program guidelines.
Complete monthly follow up calls to clients that are pre-approved.
Maintain the loan officer’s calendar, as requested.
Update key databases.
Create, edit, and print marketing pieces. Serve as the primary marketing lead to assist the loan officer as needed. Duties may include management of their CRM, implementation of marketing materials, execution of written and digital marketing promotions including social media. Issue pre-approval letters to clients as needed.
Run Fannie Mae Underwriting System (DU) and Freddie Mac Underwriting System (LP) and analyze findings.
Prepare and print application documents and disclosures as needed.
Maintain a thorough understanding of product and pricing to effectively lock loans with Investors, as needed.
Support loan officer by performing additional responsibilities as business needs arise.
Job Function 1: Provide Loan Officer Support - 100%
High school graduate or equivalent.
Minimum 2 years’ experience in mortgage processing.
Excellent organization and time management skills.
Excellent verbal and written communication skills with positive attitude.
Proficient in Word, Excel, Publisher, Outlook and social media sites.
Self-driven individual who can work well in team orientated atmosphere.
Respect of highly confidential information.
Highly organized and excellent time management skills.
Strong attention to great detail.
Ability to get along with others in a team environment.
Ability to follow instructions and direction.
Physical Demands - Must be met with or without a reasonable accommodation:
Extended periods of time sitting at a desk and using office equipment.
Ability to operate a personal computer/laptop for approximately 8 hours per day.
Extended time is spent reviewing physical and electronic documents.
The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
Will spend most of time in an indoor environment.
Job Type: Full-time
Paid time off
Monday to Friday
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.accountingprincipals.com/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records
Please apply with your CV to: