Mortgage Loan Assistant: Processing & Client Service

<div><h3>What You’ll Do</h3> <p>Assist Loan Officer in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction.</p> <h3>Major Areas of Responsibilities</h3> <ul> <li>Assist Loan Officer with clerical functions</li> <li>Conduct preliminary research needed on the loan to help determine mortgage eligibility.</li> <li>Set signing appointments. Provide customer service to clients.</li> <li>Prepare files for submission to loan processing</li> <li>Update and mine marketing database for new loans</li> <li>Any other miscellaneous requirements of the team</li> </ul> <h3>Primary Objectives</h3> <p>Assist the Loan Originator on specific tasks to allow the LO to be most effective and productive in his/her role.</p> <p>Pull and analyze research regarding the property, credit, and other aspects of the file.</p> <h3>Specific Responsibilities</h3> <ul> <li>Make copies of borrower information, filing, and other administrative duties as instructed by the LO.</li> <li>Assist in pre‑qualifications and pre‑approval orders as instructed by the LO. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Set signing appointments.</li> <li>Communicate with parties to schedule and set signing appointment.</li> <li>Assist in pre‑qualifications and pre‑approval orders as instructed by the LO. Pull credit reports and running AUS. Contact borrower for any and/or additional information required. Data input function including setting up new customer files with application data.</li> <li>Update the LO’s database, mail thank‑you notes to customers and realtors.</li> <li>Clerical ad hoc duties, as needed.</li> </ul> <h3>Job Requirements</h3> <ul> <li>Administrative assistance, clerical, and customer service knowledge and experience. Mortgage banking industry, familiar with Conventional, FHA, and VA mortgage products. Clear understanding of the current RESPA laws and guidelines.</li> <li>Teamwork and productivity skills. Must possess excellent problem solving and customer service skills.</li> <li>P/C computer skills with solid understanding of MS Office and the ability to use the loan origination system. Encompass experience a plus.</li> <li>Administrative practices and procedures.</li> <li>Teamwork, customer service, motivation, design, ethics, safety & security, project management, business acumen and professionalism.</li> </ul> <h3>Education & Experience</h3> <ul> <li>High school diploma or equivalent required. 2-4 year college curriculum preferred.</li> <li>Minimum one year experience and/or training.</li> <li>Knowledge of Encompass Database software and or equivalent along with basic computer skills.</li> <li>Originator License</li> </ul> <h3>Work Environment</h3> <ul> <li>Office environment. Daily computer use and close vision. Regular attendance is required.</li> <li>Fast paced, high volume activities.</li> <li>In order to succeed in this position, attention to detail in a fast‑paced environment with excellent sales and customer service skills is a must.</li> </ul></div> #J-18808-Ljbffr