What are the responsibilities and job description for the Licensed Assistant position at 400 Vanderbilt Mortgage and Finance?
Position Summary: Licensed Assistant
The overall responsibilities of this position are to assist in the day-to-day procedures that can assist Mortgage Loan Originators (MLO) to conduct their jobs most efficiently. This position reports directly to the assigned MLO and may also be required to report to the Branch Manager. The Licensed Assistant is responsible for providing ongoing and consistent support to the sales process as well as excellent communication with internal and external customers.
Responsibilities and Duties
- Pull daily pipeline reports.
- Communicate with consumers after they are approved.
- Conduct timely document collection and review.
- Order out once file has been turned in to underwriting.
- Validate program guidelines and match to all client files.
- Assist with marketing activities (mailers, events, etc.).
- Database management for both consumers and agents
- Communicate effectively with Mortgage Loan Originators and other staff as needed on a timely basis.
- Follow Silverton's Safeguard Governance Policy to protect customer non-public personal information.
- Adhere to Silverton’s code of zero tolerance for fraud and 100% compliance with the rules and regulators of our industry.
- Adhere to Company’s AML program and procedures where indicated.
- Perform other duties as assigned.
Education, Knowledge, Experience
- Required: Fully licensed MLO in good standing
- Minimum high school diploma or equivalent
- Minimum of 3 years’ experience in the mortgage Industry
- Understanding of mortgage industry guidelines and regulations
- Working Knowledge of all residential mortgage types offered by Silverton
- (Fannie, Freddie, FHA, USDA, VA, Renovation and Construction)
Skills
- Strong detail orientation and highly organized.
- Excellent customer service, interpersonal, verbal and written communication skills
- Excellent time management, ability to work in a fast-paced environment
Technology Proficient
- Proficient in computer terminal and personal computer operation; Internet Explorer; WebEx; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook
- Proficient in Open/Close LOS or similar
- Familiarity with AUD (LP, DU, GUS, etc.)
Physical Demands
- Must be able to remain in a stationary position 75% of the time.
- Constantly operate a computer and other office productivity machinery, such as a telephone, calculator, copy machine, and computer printer.
- 40% communication completed over the phone/50% email/10% Skype. Must be able to exchange accurate information at all times.
- Ability to identify and assess account status and determine appropriate process.
- Constantly works in an office/home environment.
Benefits
- 401(K) includes 100% company match of the first 4%
- Medical and Dental Plan with Prescription Coverage and Vision
- Bonuses
Silverton Mortgage is committed to a diverse and inclusive workplace. Silverton Mortgage is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Business Unit -
Silverton Mortgage