Loan Originator Assistant

The Loan Originator Assistant assists with all facets of the loan origination process.

After a 90-day orientation period, the Loan Originator Assistant will be expected to begin the process of obtaining their NMLS loan originator license. The NMLS licensing process includes pre-licensure education, passing the SAFE Mortgage Loan Officer exam, and passing all background, criminal, and credit checks.

Job duties may include, but are not limited to:

• Providing support to Loan Originators.
• Answering and directing incoming phone calls.
• Greeting and assisting clients coming into the Richmond office.
• Generating complete and accurate mortgage applications.
• Communicating with clients via phone, email, text message, and other methods.
• Following up on leads received from various lead generation sources. This follow-up may include cold calls, emails, text messages, and other methods.
• Pulling, reviewing, and analyzing credit reports.
• Reviewing, compiling, and verifying loan documents.
• Ordering 3rd party services and verifications.
• Providing professional, clear, and timely communication with clients, third-party vendors, realtors, title/settlement agents, loan originators, and loan processors in a professional and courteous manner.
• Other duties as assigned.

Requirements:

• Familiarity with Microsoft Office Suite
• Excellent customer service skills, phone and email etiquette, and ability work well with others
• Strong organizational, problem solving, multi-tasking and analytical skills
• Ability to multi-task and work efficiently in a challenging, fast-paced environment
• Ability to work independently and in a team environment

This is a full-time, in-person, 40 hour/week position located in our Richmond, Indiana office.