Description

Position SUMMARY:

In this position, your primary goal will be to help eligible applicants obtain loans in a timely and professional manner while protecting our company’s credibility. You will act as a liaison between customers and financial institutions who assist qualified applicants acquire loans and preparing of loan packages in a timely manner

RESPONSIBILITES & DUTIES:

• Collect and prepare all necessary documentation for the loan package.
• Responsible for ensuring all loan documentation is complete, accurate, and complies with company policy
• Assist Loan Officers in reviewing and completion of loan applications
• Assess the credit standings of applicants through background research
• Submit loan application files to underwriting
• Communicate effectively with Loan officer and Loan Officer assistant
• Order appraisal, VOE’s, TRV’s and flood
• Record data to track the status of loans in processing
• Identify customer needs, explore all options, and suggest different types of loans
• Prepare and maintain all paperwork for existing and new loans, including loan disclosures
• Ensure you always comply with the established regulations and law requirements
• Submit/upload closing documentation files to system Trailing Docs.
• Follow-up with clients to verify important information
• Assist in other task/duties as needed

Qualifications

Job Knowledge, Skills & Experience:

• Basic knowledge of underwriting terminology
• In-depth knowledge of the real estate industry and current trends
• Proficient with standard software such as Windows, Word, Excel, and Outlook

• Effective interpersonal, verbal, and written communication skills
• Maintain proper and professional etiquette and appearance
• Strong attention to details, high degree of accuracy and excellent organizational skills
• Exemplary customer service skills
• Self-discipline, an aptitude for making good decisions and works efficiently under deadlines
• Must be able to handle the pressure of a fast-paced office high work volume
• The ability to work both independently and as a team member
• Knowledgeable in all aspects of escrow, from opening to closing, is required
• Must have a valid driver’s license and successfully pass a background check

Education Requirements:

• High School Diploma required
• College degree preferred
• 2-3 years Mortgage experience preferred but not required

BENEFITS:

CLM Mortgage offers competitive benefits including healthcare coverage, 401k contributions, four weeks paid vacation, paid holidays, and more. CLM Mortgage is an equal opportunity employer and does not discriminate against applicants or employees. We welcome applications regardless of race, color, religion, gender, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law.