*Job Description *
*Job Title: Loan Officer Assistant *
*Full or Part Time/ Regular or Temporary: Department: *
*Reports To: Exempt/Non Exempt: *
*Non-Exempt *
*Primary Job: *
Provides direct support to the Loan Officer by performing all aspects of loan file set up, providing industry leading customer service to client base, communicating current loan status to all interested parties and other administrative and clerical duties as assigned.
*Essential Duties and Responsibilities: *
* Answer phones, assist clients
* Use of data entry on computers using Encompass, MS Outlook, Excel and Word
* Loan file set up: order 4506-T, order Social Security verification, order VOEs, pull
LDP/GSA, pull MERs info, pull USPS verification, verify approved status of title/escrow, pull FHA case number if applicable.
* Loan pricing
* Requesting disclosures
* Sort loan related documents into appropriate fields in Encompass
* Documentation follow up and tracking (contacting borrowers, title companies, real estate offices, appraisers, lenders, etc.
)
* Assist Loan Officers with any other aspect of the loan closing as directed
*Qualifications/Requirements: *
Date modified: September 27, 2017
* Strong interpersonal and customer service skills required.
* Basic knowledge of loan programs
* Ability to credit qualify borrowers
* Ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.
)
* Detail-oriented individual with strong organizational skills and ability to multi task
* Computer skills required for this position include intermediate/advanced MSWord,
Excel, Outlook (e-mail) and Encompass mortgage origination software
* Ability to work under pressure and meet stringent deadlines on a consistent basis
* Previous experience in retail residential mortgage loan originations strongly desired, preferably as a Loan Officer, Loan Officer Assistant or Processor.
* Commitment to company values, policies and procedures
* Excellent interpersonal communication skills
* Customer Service – the ability to provide and maintain effective and positive communication
* Adaptability – an ability to quickly learn new or different techniques, products and computer programs
* Problem Solving – an ability to effectively analyze and resolve problems at a functional level
* This person must live our culture every day! (Respect, Transparency, Scrappy)
* Other duties as assigned
Date modified: September 27, 2017
Job Type: Full-time
Pay: $20.
00 - $25.
00 per hour
Expected hours: 40 per week
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Vision insurance
Schedule:
* 8 hour shift
Education:
* High school or equivalent (Preferred)
Ability to Relocate:
* Redding, CA 96002: Relocate before starting work (Required)
Work Location: In person
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