What are the responsibilities and job description for the Loan Officer Assistant position at Mortgage Solutions Financial?
Position: Loan Officer Assistant
Department: Branch Specific
Location: Branch Office or Remote depending on branch requirements
Exempt: ☐ Non-exempt: ☒
Compensation & Benefits: $16.00-25.00/hour
Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (“MSF”) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Life and AD&D coverage, voluntary Short-Term, Long-Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.
Role Overview
The Loan Officer Assistant (LOA) will have responsibilities in the following areas: Administrative, Relationship Management, Marketing, and Origination Support. In addition to providing marketing related support and representing Mortgage Solutions Financial while building relationships with Real Estate Agents, the LOA is responsible for assisting the Loan Originator with loan-level activities, such as but not limited gathering initial documents from borrowers and communicating status updates. The LOA will be required to use discretion and be capable of making decisions. The LOA will function as a liaison between LO’s, MSF internal Team Members, third party vendors, agents, and borrowers.
Essential Duties
Department: Branch Specific
Location: Branch Office or Remote depending on branch requirements
Exempt: ☐ Non-exempt: ☒
Compensation & Benefits: $16.00-25.00/hour
Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (“MSF”) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Life and AD&D coverage, voluntary Short-Term, Long-Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.
Role Overview
The Loan Officer Assistant (LOA) will have responsibilities in the following areas: Administrative, Relationship Management, Marketing, and Origination Support. In addition to providing marketing related support and representing Mortgage Solutions Financial while building relationships with Real Estate Agents, the LOA is responsible for assisting the Loan Originator with loan-level activities, such as but not limited gathering initial documents from borrowers and communicating status updates. The LOA will be required to use discretion and be capable of making decisions. The LOA will function as a liaison between LO’s, MSF internal Team Members, third party vendors, agents, and borrowers.
Essential Duties
- Administrative and clerical support for the office.
- Organizes meetings and communicates daily with employees and customers through Outlook.
- Answers multi-line phones and direct calls to correct departments.
- Leads Tracking – submit a daily report for all company leads to be sent to managers.
- Manage Branch database(s).
- See Loan Level Details below for additional responsibilities.
- Regular, reliable and predictable attendance is an essential function of this position.
- Perform other duties as assigned
Salary : $16 - $25