Loan Officer Assistant

Job Description

REQUIREMENTS

• Preferred degree in banking or finance, and a high school diploma or equivalent is required
• Excellent customer service and communication skills and willing to go above and beyond for customers and team
• Having an NMLS license is not required, but is preferred
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.

RESPONSIBILITIES

• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Screen and make calls, book appointments and provide administrative support as needed

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