What are the responsibilities and job description for the Loan Officer position at W3Global?
Job Description
We're hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You'll get applicants mortgage-ready, prepare paperwork, and manage pre-approved loan files - including loan program placement, calculating income, running credit, DU/LP, and even selling the loan package on occasion.
Responsibilities
We're hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You'll get applicants mortgage-ready, prepare paperwork, and manage pre-approved loan files - including loan program placement, calculating income, running credit, DU/LP, and even selling the loan package on occasion.
Responsibilities
- Screen and make calls, book appointments and provide administrative support as needed
- Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
- Coordinate and prepare documentation 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
- Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
- At least 5 years of professional office environment required, preferably as a loan officer assistant or mortgage assistant
- Preferred degree in banking or finance, and a high school diploma or equivalent is required
- NMLS license or training is not required, but is desired
- MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
- Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.