Associate Loan Officer

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Wow happens every day  vision is centered on changing the world one relationship at a time.

Learn more about us on our website here .

Discover what’s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

The Associate Loan Officer will shadow and assist an experienced Loan Officer to learn how to prospect and market to clients and partners, meet new clients, complete applications and facilitate loan closings from application to closing. Assist with Loan Officer’s marketing efforts to new and current clients and assist with administrative tasks. Acquire and retain new and existing customers. Provide excellent customer service to all Partners, Clients and Associates.

• Assist Loan Officer in meeting with borrowers, taking applications, providing disclosures and following-up through closing.
• Input Team files into LOS with accuracy to make sure the correct information is in the file.
• Assist Loan Officer in marketing efforts to current and new clients.
• Assist Loan Officer with administrative tasks such as status reports on loans in process, making copies and printing daily rate sheet.
• Be available to clients and coworkers during work hours and on weekends if needed.
• Take loan applications and pre-qualify borrowers over the phone or in person.
• Support loan transactions from application to closing.
• Develop relationships with Partners and their clients.
• Provide ongoing marketing and support of existing Partners.
• Be responsible for proactive communication with management with respect to all significant challenges or opportunities.
• Other duties as assigned.

• Perform all actions in accordance with the Mission, Vision, and convictions of EHL.
• Expected to meet production standards outlined in the Loan Origination Production Standards.
• Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
• Seek Feedback:
  Host regular and timely communication with associates and Manager.
• Be willing to assume additional responsibilities/duties/projects as they arise.
• Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
• Knowledgeable regarding mortgage processes, able to answer borrower’s questions and take applications.
• Effectively uses LOS, contact management software and Microsoft Office products.
• Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members.
• Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers.
• Perform all actions in accordance with policies and procedures of the company.

• Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
• Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved.
• Your manager can assume the work is being performed as agreed unless otherwise notified.
• Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
• Failure to notify…