The Loan Officer Assistant partners with the Loan Officer to ensure a smooth and timely customer experience from start to finish.

Essential Duties and Responsibilities Include:

•        Work with Loan Officer to create application profile in system and review key information at various stages in the process.
•        Assemble important paperwork and disclosures for the borrower/customer.
•        Monitor key dates in Encompass system to ensure information is obtained by deadlines.
•        Communicate with customers daily to request information and ensure completion of paperwork.
•        Ensure Loan Officer, processors, realtors, and borrower/customer are updated.
•        Field borrower questions as they arise throughout the process.
•        Update the LOS system as needed.

Work within the CRM System

Specific Skills/ Knowledge/ Abilities Required for Position:

• Good character, motivated, hard working.
• Ability to work well with fellow associates, clients and vendors.
• Good communication skills. Neat, clean, healthy work habits.
• Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
• Assist the Loan Processor once approval received and forward to borrower.
• Communicate with realtor and borrower on loan status on a continual basisA
• Assist Processor in satisfying conditions
• Accompany Loan Officer in the field, meeting new clients and realtors.
• Design flyers for new programs or other programs of interest.

2 years of expierence in the mortgage industry.