Loan Assistant - Remote
Core
Support the customer journey from application to funding for Knock Bridge Loan™, assisting homebuyers in navigating the mortgage process to successful closing.
Role type
Loan Assistant (Mortgage Operations)
Builds
Knock Bridge Loan™ product features
Domain
Real Estate / Mortgage Lending
Required skills
Mortgage operations and processing, NMLS license management, Loan Origination System (LOS) proficiency, Patriot Act compliance, TRID compliance, Condo approval requirements, Customer service, Remote work autonomy, Pipeline management, Documentation gathering, Initial Closing Disclosure handling
Preferred skills
Fast-paced startup environment adaptability, Team collaboration, Internal stakeholder communication, Ad-hoc project support, Continuous learning in mortgage origination
Technologies
LOS, Blend, Google Suite
Responsibilities
Gather required documentation for loan file submission and underwriting, Obtain Initial Closing Disclosure signatures, Manage pipeline of 30 loan closings per month, Complete Patriot Act based on customer ID, Ensure minimum submission requirements are met, Assist team members with borrower requests, Issue initial disclosures and revised Loan Estimates within 24-48 hours, Review condo approval documents
Seniority
Junior to Mid-level, hands-on IC