Loan Officer Assistant

Basic

Description:

The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in following protocol while offering and developing a timely & efficient workflow to maximize and prioritize every aspect of origination support activities.

Attention to detail and the ability to meet deadlines for each task is imperative.

• Support & collaborate with all Flat Branch Operations Staff (Processing, Underwriting, Closing, Post‑Closing, Shipping and Secondary).
• Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building relationships.
• Manage Top of Mind and its functions (data entry, campaign facilitation, emails, phone calls, letters).
• Create, implement, and manage necessary procedures to maximize team efficiency and provide tools for success (pipeline progression and workflow).
• Gather, analyze, upload and label all necessary documentation into the Encompass e‑folder.
• Timely follow‑up of critical documents from clients to facilitate a timely closing.
• Data entry, facilitating credit pulls, running of DU/LP and GUS through LOS.
• Set appointments and/or organize business related gatherings.
• Enhance relationships with clients and referral partners via marketing documents.
• All other duties as assigned.

• Experience with mortgage loans (preferred but not required).
• Technical proficiencies with various software programs (desired).
• Extreme attention to detail.
• Excellent communication skills, verbal & written.
• Self‑starter/Self‑motivator.
• Ability to multi‑task.
• Willingness to learn while picking things up in a timely manner simultaneously.
• Prolonged periods sitting at a desk and working on a computer.
• Occasional travel may be required throughout the year.
• Organizational skills, must juggle tasks and deadlines.
• Experience with vendors and contractors (preferred, not required).
• Negotiation and budgeting skills.
• Spread company culture to each location.