Loan Officer Assistant/Processor

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