Loan Officer Assistant
Position purpose:
Responsibilities/Duties/Functions/Tasks The purpose of this position is to assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers. Assists the processor with Loan Status Gram email/fax to all pertinent loan parties Attends processor meetings with management to report the progress of each loan projected to fund in given month Assists Loan Officer with scheduling pre-qualification and application appointments Assists Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers Assists Loan Officer with post-closing markets Assists Loan officer with inputting loans into databases
Qualifications:- Basic reading, writing, and arithmetic skillsStrong attention to detail
- Excellent customer service skillsStrong communication skills, both written and oral
- Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
- Ability to multi-task
- Knowledge of Microsoft Excel and Microsoft Word
- Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)Preferences
- Knowledge of conventional, FHA, and VA loan products and Non QM products
- Encompass experience preferred and experience disclosing files and completing itemization
- Monitoring loan milestones, deadlines, rate locks, and closing dates and stagnant files
- Knowledge of Microsoft Office and telephone protocol
- Ability to type 50 wpm
- Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control
