Loan Officer Assistant

Job Summary

Assist Loan Officers in meeting with new clients, completing applications, and facilitating loan closings. Support marketing efforts aimed at both new and existing clients, as well as provide administrative assistance. Build and maintain strong relationships to acquire and retain new and existing customers.

• 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.
• Take loan applications and pre‑qualify borrowers over the phone or in person.
• Responsible for proactive communication with management with respect to all significant challenges or opportunities.
• Notify the Loan Officer of time off requests in a timely manner.
• Accompany the Loan Officer in the field, meeting new clients and realtors.
• Communicate with borrowers and partners via phone, written communication and/or in person.
• Follow loan transactions from application to closing, communicating with all parties involved on a continual basis.
• Knowledgeable on Conventional, FHA, VA loan programs.
• Able to compile and maintain email databases to be used for communication to current and past borrowers.
• Design and work with marketing to create marketing materials for use with partners and clients.
• 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 of exceptions or missed due dates – in other words silence – is not acceptable.
• You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
• Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.

• Active Nevada Mortgage Loan Originator (MLO) license through the NMLS required.
• 5+ years of mortgage experience preferred.
• Experience working directly with borrowers and discussing loan scenarios.
• Ability to interpret guidelines and clearly explain them to borrowers.
• Experience collaborating with underwriters to…