Loan Officer Assistant
Core
Support mortgage loan officers in reviewing applications, managing loan pipelines, and facilitating timely loan closings.
Role type
Entry-level mortgage loan support specialist
Builds
Mortgage loan files and closing packages for conventional, FHA, VA, USDA, 203K, and reverse mortgage products
Domain
Mortgage lending and financial services
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, deliver disclosure packages to borrowers, track outstanding items and follow up with customers, facilitate loan closings by coordinating with title companies, clarify information via phone or email, manage loan files to prevent deficiencies
Seniority
Entry-level, 1+ year experience