Loan Officer Associate
Core
An entry-level support role assisting Loan Officers in the mortgage lending process, focusing on training, data management, and customer coordination for homebuyers.
Role type
Junior Loan Officer Associate (Training & Support)
Builds
Mortgage loan applications and supporting documentation for homebuyers
Domain
Real Estate / Mortgage Lending
Deliverable
client delivery
Required skills
Data entry and management, report review, customer communication, scheduling, basic mortgage product knowledge, organizational abilities, attention to detail
Preferred skills
Mortgage or banking experience, articulation of product features, valid driver's license
Technologies
Loan Origination System, Microsoft Office Suite
Responsibilities
Participate in formal training programs on lending and loan approval processes; update loan applications with missing data; maintain notes in the Loan Origination System; act as a primary contact for borrowers to schedule meetings and address follow-up issues; assist processors and closers in procuring loan documents; support local marketing campaigns with Division Managers and Loan Officers.
Seniority
Entry-level, training-focused IC