Loan Officer Assistant
Core
Support loan officers in reviewing applications, managing loan pipelines, and facilitating timely closings for conventional, FHA, VA, USDA, 203K, and reverse mortgage products.
Role type
Entry-level loan officer assistant (mortgage operations)
Builds
Mortgage loan files and closing packages for retail borrowers
Domain
Mortgage lending / Consumer finance
Deliverable
product features
Required skills
Mortgage loan processing, customer contact, document review, pipeline management, Microsoft Office proficiency
Preferred skills
Sales support experience, Salesforce experience
Responsibilities
Review mortgage loan applications and documentation, create and deliver rate disclosure packages, track outstanding items and follow up with customers, coordinate with title companies to schedule closings, clarify information via phone or email, manage loan pipelines for various loan types
Seniority
Entry-level, support role