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.

• 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
• Assist with marketing activities to include event preparation & management

Qualifications

Skills

Required

Advanced

Verbal Communication

Advanced

Professionalism

Intermediate

Microsoft Office Suite

Intermediate

Behaviors

Required

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

Required

Flexibility

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

Education

Required

High School or better in Business Administration.

Experience

Required

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.