Loan Assistant

As a Loan Assistant, you will support the customer journey from application to funding, provide an overview of Knock’s products and programs, and assist Loan Officers by seeing customers through to a successful closing. 

• Assist Loan Officers by gathering required documentation to complete the loan application
• Complete Patriot Act based on customer ID
• Ensure minimum submission requirements and documents are met prior to submitting loans to processing
• Assist both Loan Officers and Loan Processors with any borrower requests 
• Assist in assigning new loan files to Loan Officers
• Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates
• Excellent customer service is second nature, with a natural inclination to assist others
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
• Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
• Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question 
• Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing
• Continually learn, grow, and expand your knowledge of mortgage origination sales
• Take on ad-hoc projects as they arise & always be willing to support your team where they need you

Qualifications - You’ll bring:

• 1 year experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant)
• Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire
• You are comfortable with change and working in a fast-paced, startup environment
• You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service
• Basic knowledge of FNMA and FHLMC guidelines
• Process oriented with a keen eye for detail
• Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock’s commitment to making an impact, learning, putting people first, being open, and courageous
• Have proven success working 100% remote in prior positions & are experienced working with a distributed, national team 
• Experience using Encompass, Blend and/or Google Suite a plus
• Education: High school diploma or equivalent 
• A minimum of 2 years of relevant experience in a sales or customer service role

Physical Requirements:

• Set up and constantly operate a computer
• Communicate and exchange accurate information to others via telephone or internet video applications

The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation.

Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. Please note that the salary range information that follows is a good faith estimate for this position provided pursuant to the Colorado Equal Pay for Equal Work Act for Colorado applicants. The salary range estimate for this position is: $49,700 - $63,900.00 USD incentive plan (bonus). This position is evergreen and does not expire.