Loan Officer Assistant

Overview

Position Overview: The Loan Officer Assistant’s primary role is to act as a liaison between the Loan Officer, borrowers and operation departments. Assist with ensuring clear communication for a smooth closing transaction.

• Assist loan officers in preparing loan packages, including gathering borrower financial information, ordering credit reports, appraisals, and title commitments, and coordinating loan closing with borrowers, real estate professionals and settlement agents.
• Answer phone calls and emails, respond to customer inquiries or concerns, and route correspondence to the appropriate party for resolution.
• Assist in the management of the loan process, including tracking loan status, reviewing loan documentation, and following up on missing or incomplete information.
• Order and track loan-related documents and reports, such as property inspections and title reports.
• Communicate with borrowers, real estate professionals, and settlement agents in a friendly, professional, and timely manner.
• Perform administrative tasks as requested, including filing, producing and distributing reports, scheduling meetings.
• Performs other duties as assigned.

• A High School diploma or equivalent is required.
• At least two (2) years of related experience in loan operations or mortgage lending is preferred.
• Excellent communication and customer service skills.
• Strong organizational skills with the ability to multi-task and meet deadlines.
• Proficiency in Microsoft Office Suite and other computer applications.
• Ability to work independently and as a part of a team.
• Familiarity with loan origination software and loan procedures is a plus.

• As needed travel internationally between United States and Mexico to meet business needs.

• English preferred, Bi-Lingual (English/Spanish) desired.

• PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.

Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state law.