Loan Officer Assistant/Processor
Primary Residential Mortgage, Inc
Loan Officer Assistant
Position purpose - Responsibilities/Duties/Functions/Tasks The purpose of this position is to assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.
Assists the processor with Loan Status Gram email/fax to all pertinent loan parties
Attends processor meetings with management to report the progress of each loan projected to fund in given month
Assists Loan Officer with scheduling pre-qualification and application appointments
Assists Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers
Assists Loan Officer with post-closing markets
Assists Loan officer with inputting loans into databases
Qualifications
Basic reading, writing, and arithmetic skills
Strong attention to detail
Excellent customer service skills
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)
Preferences
Knowledge of conventional, FHA, and VA loan products and Non QM products
Encompass experience preferred and experience disclosing files and completing itemization
Monitoring loan milestones, deadlines, rate locks, and closing dates and stagnant files
Knowledge of Microsoft Office and telephone protocol
Ability to type 50 wpm
Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control
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