Mortgage Loan Officer Assistant Job Description Template
Our company is looking for a Mortgage Loan Officer Assistant to join our team.
Responsibilities:
- Performing basic income calculations;
- Warm welcome to Realtors and Clients;
- You will need to monitor and manage work flow to ensure timely closings;
- Comply with all applicable laws and regulations related to mortgage lending;
- Working with marketing/advertising and maintaining social media (responding to comments, posting and maintaining all social media pages);
- Market, service, and promote the Company’s loan products;
- Providing extraordinary customer service to both internal and external customers;
- Communicating with borrowers, processors, operations staff, title companies, Realtors, etc., in an effort to expedite mortgage process;
- Meeting goals set by team lead in regard to time frames – we always close our clients on time;
- Disclosing and submitting loans to Operations Department – lots of attention to detail;
- Social Media Marketing;
- Plan and set up lunch-ins, meetings, etc;
- Requesting and following up on required documentation from our clients;
- Consistently Communicating with the Loan Officer, Operations staff, Lenders and Clients;
- Pipeline management including maintaining status updates and lock expiration dates.
Requirements:
- Disclosing and submitting loans to Operations Department – lots of attention to detail;
- Requesting and following up on required documentation from our clients;
- Communicating with borrowers, processors, operations staff, title companies, Realtors, etc., in an effort to expedite mortgage process;
- Meeting goals set by team lead in regard to time frames – we always close our clients on time;
- Market, service, and promote the Company’s loan products;
- Performing basic income calculations;
- Comply with all applicable laws and regulations related to mortgage lending;
- Warm welcome to Realtors and Clients;
- Social media marketing;
- Ability to prioritize tasks, and follow through to completion;
- Minimum 1 year of mortgage experience;
- Strong computer and technology related skills;
- Help with clearing conditions;
- Teamwork and customer service a must;
- Tech savvy.