Loan Officer Assistant

Loan Officer Assistant

At Newrez, we bring big thinkers and caring doers together to make home happen. We're a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that's why we invest in your growth, wellbeing, and ability to make an impact.

Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

The Loan Officer Assistant position allows someone with the desire to get into the mortgage business an opportunity to do so without any prior experience. They are responsible for supporting a sales team to ensure we retain as many purchase customers as possible. Support comes from assisting in the day to day front end process including communicating with customers, collect documents, analyzing documents and submitting files to our operations team. The position is designed to be a 10-12 month program with the end goal of obtaining their loan officer license by passing SAFE and then being promoted to a producing loan officer.

Principal Duties

• Work independently in a fast-paced environment with high volume of loan files
• Contact pre-qualified customers to obtain documents needed for pre-approval
• Analyze income and asset documentation to issue a pre-approval
• Once customer is under contract work with them to complete e-sign and collect any additional documents needed to submit a full file to our operations team.
• Work with our operations team on troubleshooting anything missing or information needed for underwriting.
• Provide consumers with a superior level of customer service.
• Stay informed of developing trends in the mortgage industry.
• Attend/assist with scheduled meetings, training sessions and courses.
• Maintain compliance with all industry-specific federal and state licensed activity requirements and company's Code of Conduct.
• Performs additional projects and duties as assigned by management.

Education and Experience Requirements

• Two-year college degree or equivalent preferred.
• Must qualify for and obtain state licensure in the states where the company does business.
• Sales and customer service experience a plus.

Knowledge, Skill and Ability Requirements

• Ability to quickly connect with people in an outgoing, friendly manner.
• Strong sense of responsibility for completing work quickly and accurately.
• Ability to handle faster-than-average pace of activities.
• Detail-orientation with efficient focus on work activities.
• Careful decision-making skill with ability to avoid mistakes.
• Excellent oral, written, listening, and organizational skills.
• Basic computer and MS Office skills.

Work Environment and Physical Requirements

• Working on-site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

A good faith estimate of the compensation is:

15,080.00 - 60,000.00

Compensation for this position may also include other elements, including medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual.

Placement within the range will be based on a variety of factors, including but not limited to, skills, experience, qualifications, location, etc.

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

We're a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Through Newrez NOW, our Corporate Social Responsibility program, you'll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities
• More than $6,000,000 donated since 2020
• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.