Loan Officer Assistant/Production Associate III

Overview Legacy Mutual Mortgage is an outstanding full‑service residential mortgage lender originating, underwriting, and closing conventional, jumbo, FHA, VA, and USDA mortgage loans. In business since 2005, we are dedicated to meeting the home loan needs of individual homebuyers while working with our real estate partners throughout the United States. Our team members are the key to Legacy’s success, and we are looking for highly motivated, qualified individuals to join our talented team. Responsibilities Act as an extension of the loan originator, attend functions with the loan originator, and assist the loan originator with other administrative and/or sales duties. Manage and follow up with all new and existing leads in a timely and accurate manner. Prequalify clients, discussing rate, terms and/or financial options. Provide a needs list of all items for a complete loan application. Prepare pre‑qualification, pre‑approval, and commitment letters. Enter loan application and disclosures into a loan origination system. Meet with clients to sign the Loan Application and Disclosures. Price and lock all loans through the origination system. Understand and research all investor guidelines and stay up‑to‑date on program changes that affect the processing or originating of loans in the pipeline. Submit complete files to a Production Associate II based on Investor and/or AUS requirements to prepare for submission to Underwriting. Communicate with the Production Associate II all information pertaining to the client and/or property to meet file expectations. Communicate loan approval by sending pre‑approval/commitment letters to all parties involved in the transaction. Conduct once‑a‑week follow‑up calls/status calls to all parties involved in the transaction (Clients, Realtors, Builders, etc.). Track and manage new leads and follow up on referral business. Send out correspondence—thank‑you cards, closing cost calculators, etc. Coordinate closing details with clients—final payment, rate, cash to close, etc. Handle cancellations and withdrawals on files not in processing. Assist the Loan Originator with other administrative and/or sales duties as needed. Perform other duties as assigned. Qualifications High school diploma or equivalent. Minimum five years of mortgage, processing, underwriting, or originating experience (or a combination of all aspects). Must be eligible for NMLS registration and licensing, or currently have an active Loan Origination NMLS. Must be able to work 40 hours a week during normal business hours. Proficiency in Word, Excel, and Outlook applications. Proficiency in DU/DO, LP, and major origination systems. Excellent verbal and written communication skills. Positive attitude. Dependable, self‑motivated, and requiring minimal supervision. Proficiency with major correspondent and wholesale channels and their guidelines. Maintain regular attendance. EEO Statement Legacy Mutual Mortgage is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. #J-18808-Ljbffr Legacy Mutual Mortgage Services LTD