Originator Assistant

Overview

Reports To: Varies by location

Primary Functions: Provide assistance to originator in the origination and processing of mortgage loans.

Duties and Responsibilities:

• Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers.
• Input the loan application, print out applicable origination documentation and required disclosures, obtain borrowers' signatures as required and review documentation for accuracy and completeness.
• Photocopy documentation supplied by the borrower; income tax returns, paycheck stubs, bank statements, etc.
• Set up mortgage application files and request verification of all information received in the mortgage loan application via letters to employers, banks, creditors or by alternative documentation acceptable to the secondary market. Perform necessary follow up order credit reports, appraisals, and prelims as needed in files.
• Provide support to originator by maintaining ongoing communication with client base and real estate agents. Perform tasks directly or indirectly related to marketing and advertising.
• Maintain a basic knowledge of computer programs; i.e., Mortgage Ware, Microsoft Office, Desktop Underwriter, particularly Word, Excel, and Access, Microsoft Publisher, and new software as it becomes available or needed.
• Arrange for the pick up and delivery of documents, brochures, loan packages, and other miscellaneous items as needed.
• Perform other duties as assigned.

Education: High School graduate or equivalent.

Creditable Experience in Lieu of

Education:

Not Applicable

Experience/

Skills:

Proficiency at typing and a knowledge of office machines. Two years general office experience which includes direct customer contact. Math aptitude or one year experience mortgage loan related field preferred. Personal computer skills required and the ability to quickly learn the mortgage origination related programs. Must be self-motivated, resourceful, and possess good organizational and communication skills, and demonstrate the ability to get along well with the public.

Must have the ability to accomplish assigned tasks with minimum or no supervision within an established time frame.

Tenure: Not Applicable

Originator Assistant (Category 14)

Salary Pay Range: $45,633 - $66,624 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer