Loan Officer Assistant
Listed on 2026-06-26
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Finance & Banking
Loan Servicing -
Administrative/Clerical
Loan Servicing
Position Purpose
The purpose of this position is to assist the loan officer and processor with the workflow on each transaction, including chasing documents, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.
Assists the processor with Loan Status Gram email/fax to all pertinent loan parties.
Responsibilities- Attends processor meetings with management to report the progress of each loan projected to fund in a given month.
- Assists the Loan Officer with scheduling pre‑qualification and application appointments.
- Assists the Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers.
- Assists the Loan Officer with post‑closing markets.
- Assists the Loan Officer with inputting loans into databases.
- Basic reading, writing, and arithmetic skills.
- Strong attention to detail.
- Excellent customer service skills.
- Strong communication skills, both written and oral.
- Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions.
- Ability to multi‑task.
- Knowledge of Microsoft Excel and Microsoft Word.
- Familiarity with accounting terms and procedures (e.g., debits, credits, general ledgers, etc.).
- Knowledge of Microsoft Office and telephone protocol.
- Ability to type 50 wpm.
- Reporting skills, administrative writing skills, process management, organization, analysis, professionalism, problem solving, supply management, inventory control.
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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