What are the responsibilities and job description for the Loan Officer Assistant position at Primary Residential Mortgage?
Position Purpose - Responsibilities/Duties/Functions/Tasks
The purpose of this position is to assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.
In the performance of assigned tasks and duties all employees are expected to conform to the following:
]Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with PRMI values.
Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
Realize team synergies through networking and partnerships across PRMI.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
The purpose of this position is to assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.
- Assists the processor with Loan Status Gram email/fax to all pertinent loan parties
- Attends processor meetings with management to report the progress of each loan projected to fund in given month
- Assists Loan Officer with scheduling pre-qualification and application appointments
- Assists Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers
- Assists Loan Officer with post-closing markets
- Assists Loan officer with inputting loans into databases
- Basic reading, writing, and arithmetic skills
- Strong attention to detail
- Excellent customer service skills
- Strong communication skills, both written and oral
- Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
- Ability to multi-task
- Knowledge of Microsoft Excel and Microsoft Word
- Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)
- Knowledge of Microsoft Office and telephone protocol
- Ability to type 50 wpm
- Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control
In the performance of assigned tasks and duties all employees are expected to conform to the following:
]Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with PRMI values.
Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
Realize team synergies through networking and partnerships across PRMI.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Loan Officer Outside Sales
Primary Residential Mortgage -
Appleton, WI
