Loan Officer Assistant

Overview

Level

Entry

Position Type

Full Time

Job Shift

Any

2 Year Degree

Category

The Loan Officer Assistant is primarily responsible for coordinating the efficient processing of loans by working with internal stakeholders and borrowers.

• Support and comply with all Company policies and consistently adhere to Company mission statement
• Demonstrate the highest standards of professionalism to both internal and external clients
• Provide weekly planner to management, adhering to Company requirements
• Maintain open and consistent communication with sales staff, management and c ustomers
• Attend Company mandated industry events and staff meetings
• Attend scheduled quarterly meetings with Operations Manager
• Attend marketing presentations as directed by Branch Manager Executive.
• Complete scan/quality control of files
• Survey borrowers with regard to service received and their overall experience
• Verify key information and request missing documents from borrowers
• Contact with borrowers cannot include soliciting or originating mortgage loans, including but not limited to discussions regarding loan programs, interest rate and in any loan terms.
• Notify Loan Originator as appropriate at each stage in the process
• Review loan commitment and distribute to attorney, Loan Originator and borrower
• Follow quality control policies and procedures
• Notify supervisor of any issues or discrepancies identified in the loan file
• Maintain the cleanliness and organization of work area
• Perform other duties as assigned

• 1-2 Years’ experience in the residential lending industry preferred
• Proficiency in MS Office Suite and Adobe Acrobat

• Knowledge of administrative and clerical procedures and systems, including managing files and records
• Ability to multi-task, prioritize and stay organized in a fast paced environment
• Ability to work well in a high energy, deadline-driven environment
• Ability to be resourceful and find alternative solutions, conclusions or approaches to problems
• Basic math aptitude, sufficient to add, subtract, multiply and divide
• Exceptional interpersonal, written and verbal communication skills
• Demonstrated commitment and adherence to MLB's core competencies of:
  • Occupational Integrity
  • Team-Oriented
  • Responsible
  • Analytical
  • Service-Minded

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Making substantial movements (motions) of the wrists, hands, and/or fingers to type, file perform clerical tasks, and/or operate a computer
• Speaking/talking to express or exchange ideas or provide instructions
• Hearing with or without correction to perceive normal speaking levels. Must have the ability to receive detailed information through oral communication
• Sitting at a desk the majority of the time
• Standing/remaining upright on the feet periodically
• Walking/moving about on feet to accomplish tasks, from one part of the office to another
• Visual acuity with or without correction to prepare and analyze data and figures, view a computer terminal, read extensively, operate office machines, and to determine the accuracy, neatness and thoroughness of the work assigned
• The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• The worker is subject to an office environment and there is climate-control, not substantially exposed to adverse environmental conditions
• The worker is subject to normal noise levels