Agent Originator Assistant The Agent Originator Assistant will assist the Personal Mortgage Advisor with documentation and record maintenance, specifically for loan files.
Essential Functions:- Place orders to assist Personal Mortgage Advisor.
- Maintain records and follows up on outstanding documents.
- Compute, record and review data and other information in loan files to document information to respond to requests.
- Prepare and process documents, such as government or business forms.
- Organize documentation and information for loan files.
- Provide assistance to the Personal Mortgage Advisor as needed.
- Provide status updates to the Personal Mortgage Advisor and/or other parties.
- Occasionally assist in branch Marketing duties, as assigned.
- Perform other duties as assigned.
- Qualifications and Education Requirements:
- High school diploma required.
- In-depth knowledge of the real estate industry and current trends preferred.
- Possess a good understanding of Conventional and Government guidelines.2+ years' FHA loan processing experience preferred.
- LOS Encompass experience is preferred.
- Basic knowledge of underwriting terminology.
- Ability to work in a team atmosphere.
- Strong attention to detail and accuracy.
- Effective written and verbal communication skills.
Preferred Skills:
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.
