Loan Originator Assistant

Description

• Support and comply with all Company policies and consistently adhere to Company mission statement
• Demonstrate the highest standards of professionalism to both internal and external clients
• Provide weekly planner to management, adhering to Company requirements
• Maintain open and consistent communication with sales staff, management and customers
• Attend Company mandated industry events and staff meetings
• Attend scheduled quarterly meetings with Operations Manager
• Complete scan/quality control of files
• Survey borrowers with regard to service received and their overall experience
• Verify key information and request missing documents from borrowers
• Open loan internally within 48 hours of receipt of Opening Request
• Notify Loan Originator as appropriate at each stage in the process
• Submit prepared loan packets for underwriting
• Perform other duties as assigned

• High school diploma or equivalent (Associate’s or Bachelor's degree preferred).
• Previous experience in mortgage lending, banking, or a related field is a plus.
• Strong understanding of mortgage loan processing and industry regulations.
• Excellent organizational and time-management skills.
• Strong communication and interpersonal abilities.
• Proficiency in mortgage software and Microsoft Office Suite.
• Detail-oriented with the ability to manage multiple tasks in a fast-paced environment.
• Ability to work independently and collaboratively within a team.
• Must be able to maintain confidentiality and handle sensitive information with professionalism.