LOAN ASST*

We are a local branch looking for a Loan Officer Assistant to help our Loan Officers’ growing business. Our ideal candidate would be someone already working in the industry with their NMLS MLO license who wants to grow a business as a part of a team.

Key Responsibilities:

• Review clients’ income, application, and credit reports for pre-approval
• Assist Loan Officers with originating new loans
• Prepare initial disclosures including Loan Estimates
• Assist the Processor in preparing files for underwriting
• Help Loan Officers with prospecting, including marketing and outbound calls to clients
• Maintain up-to-date information in our client database
• Assist in administrative and organizational tasks
• Effectively keep clients, realtors, and teammates updated on their files’ status
• Other responsibilities as assigned

Requirements:

• 2+ years of experience in the mortgage industry
• Active MLO NMLS license
• Experience with Encompass
• Experience pre-approving clients for home purchases
• Experience in marketing, prospecting, and calling clients
• High school diploma or equivalent required (relevant college classes or degrees are beneficial but not essential)
• Self-starter with a strong work ethic
• Strong verbal and written communication skills
• Effective organizational abilities
• Good customer service over email, phone and text
• Proficiency working with percentages, averages, and fractions
• Detail oriented
• Proficient in Microsoft Office (Outlook, Word, and Excel)
• Live in the Pacific Time Zone

Preferred Experience

• NCino
• MBS Highway
• Total Expert