POSITION SUMMARY:
The Loan Officer Assistant position will provide a wide range of support and duties related to the day to day processing of loans. Work with Loan Offices, Processors, Underwriters, and customers to complete all required documentation on mortgage loan applications following specified regulations and procedures.
RESPONSIBILITIES & DUTIES:
Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed Provide administrative support such as screening and making calls, booking appointments, etc.
Handle all customer and in-house inquiries about transactions so the process is smooth, and customers receive excellent service
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Ability to multitask and capable of making decisions in compliance with federal, state, and related company regulations
Communicate with Loan Processor and Closing Department and track status of loan
Assist in other task/duties as needed
JOB KNOWLEDGE, SKILLS & EXPERIENCE:
Working knowledge of mortgage loan documents, loan origination program and underwriting guidelines
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
Well organized with the ability to multi-task
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, LOA residential mortgage lending experience preferred
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.