Licensed Loan Officer Assistant

Overview

Licensed Loan Officer Assistant role e is a national retail mortgage lender offering a tech-driven experience and a range of loan products. Learn more at

We are looking for a Licensed
Sales Assistant to join our team. In this role, you will be a crucial point of contact for clients, ensuring a smooth and efficient process from the initial application through loan qualification. You'll be the organizational backbone of the team, working behind the scenes to help our clients and partners succeed.

• Client Communication:
  Conduct initial calls with new clients to review goals and explain our process. Provide support throughout the process, including guiding them through application instructions.
• Document Management:
  Scrub and review client applications, follow up on necessary documents, and organize and save borrower files.
• Loan
  
  Qualification:
  
  Assess if a borrower qualifies for a loan or if a co-mortgagor is required. When a client qualifies, complete a pre-approval letter (PAL) on the same day as the application is received, when necessary.
• Team Support:
  Coordinate with real estate agents and buyers, scheduling calls for senior team members as needed. Track and manage leads and provide status reports to the team.
• Administrative Tasks:
  Proactively follow up with leads via phone and email, and handle other administrative duties to keep the team organized and efficient.

• Communication:
  Exceptional verbal and written communication skills for interacting with clients and real estate agents.
• Organization:
  Highly organized, detail-oriented, and able to manage multiple tasks and deadlines.
• Teamwork:
  Flexible and proactive team player who is self-motivated and enjoys helping others succeed.
• Confidentiality:
  Ability to maintain strict confidentiality with all client personal and financial information.
• Technical
  
  Skills:
  
  Tech-savvy, willing to learn new systems, and comfortable in a deadline-driven environment. Able to stay calm under pressure.
• Experience:
  
  Previous experience in mortgage or real estate is a plus but not required. We value quick learners who can figure things out.

Rate is an Equal Opportunity Employer. We offer a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; medical, dental, vision, and prescription drug benefits; flexible benefits; life insurance; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits; and other supplemental benefits. Applications are being accepted on an ongoing basis.

Location: Lakewood or Passaic, New Jersey

Pay Range: $50,000–$55,000 plus bonus.

How to Apply:  to apply online.