Loan Officer Assistant

Overview

Responsible for managing communications, marketing, creating goodwill and providing administrative support to Managing Loan Officer and Branch Manager/Team Leader as necessary in a fast-paced environment.

Responsibilities

• Answers all incoming calls to the Managing LO and obtains basic identifying information about a prospective borrower on behalf of the LO (i.e. name, address, contact information, purpose of call, etc.
• Sets and confirms appointments with clients, realtors and business partners
• Initiates contact with new leads and realtors and ask for an appointment to meet with Managing Loan Officer
• Acts as liaison between borrower and other third parties such as realtor, title company in communication
• Sends thank you letters and miscellaneous notes on new loan applications, referral sources, weekly closings, lunch appointments, etc.
• Works with operations partners in aspects of the loan process or closing
• Coordinates with realtors and title company to arrange the closing
• Communicates on a regular basis with borrower and realtor providing loan status updates
• Provides prospective borrower with information unrelated to loan terms (i.e. best days of the month to schedule loan closing)
• Communicates on behalf of the mortgage LO information not directly involved with negotiating or re-negotiating/changing loan terms
• Receives UHM requested borrower documentation and forwarding to appropriate Partner and/or department and follows up on additional information needed
• Creates, updates and maintains social media (i.e., Managing LO Facebook page)
• Updates and maintains marketing (SAM) database and utilizes database to maintain regular contact with borrowers
• Plans and organizes networking events, including lunches, training programs, etc.
• Act as a liaison between clients and business partners and connect people as appropriate or as needed
• Contact previous clients to ensure satisfaction with the process and to determine if there is anything further the Managing LO can do to help with their debt management process
• Maintains regular contact with Managing Loan Officer on status of all active files
• Employee is not paid under the terms of LO Compensation pay structure per TILA

Education & Qualifications

• 1-2 years of office mortgage experience is preferred or 1 year of customer service experience
• Be cheerful, positive, direct and have a clear speaking voice in dealing with clients in person and on the phone
• Have an ability to communicate with solid verbal and written skills
• Be prompt and courteous
• Be structured, detailed and accurate in his/her approach to tasks
• Have a solid understanding of Microsoft Office products
• Superior organizational skills
• Have a desire to work in an energetic and high paced environment

This employer participates in E-Verify. If hired, the employer will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.