Mortgage Loan Officer Assistant

Mortgage Loan Officer Assistant

This position will report directly to the assigned Mortgage Loan Officers and may also be required to report to Senior Management. The Mortgage Loan Officer Assistant (LOA) is responsible for providing ongoing and consistent support to the sales process as well as excellent communication with internal and external customers.

Responsibilities:

• Notify borrower(s) of documentation required to process a mortgage loan
• Prepare documents for the client in person or in DocuSign
• Organize files for processing
• Order Appraisals for Conventional, FHA, USDA
• Gather homeowners insurance and payoff
• Assist processor in collecting missing documentation for file
• Collect first payments from clients
• Check mortgage messages and return calls
• Assist with gathering closing gifts for clients
• Notify Borrower(s) of closing disclosure / review closing disclosure
• Assist with marketing activities to include event preparation & management
• Database & Pipeline management

Qualifications

Skills:

Written Communication: Advanced

Verbal Communication: Advanced

Professionalism: Intermediate

Microsoft Office Suite: Intermediate

Behaviors:

Team Player: Works well as a member of a group

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations:

Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals

Education:

High School or better in Business Administration.

Experience:

2 years: Experience in an office environment

Preferred: Basic knowledge of financials and tax returns

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.