Loan Officer Assistant

Bond Street Mortgage’s mission is to become a major contender in the U.S. mortgage banking sector by supplying an unparalleled level of service to an industry starving for a resurgence of responsible and transparent lending. We consist of an environment where people come to work together, take pride in what they do, and are driven by accomplishment. We are a company that encourages openness, the sharing of ideas, respect for your co-worker, and taking charge.

The Mortgage Loan Officer Assistant is responsible for providing administrative support to the loan officer by helping with loan processing, documentation, and client communication. This role involves managing files, ensuring compliance with regulations, and facilitating the timely closing of mortgage loans. The assistant works closely with clients, real estate agents, underwriters, and other stakeholders.

Key Responsibilities:

Client Communication:

Serve as the primary contact for customers throughout the loan process.

Respond to client inquiries via phone, email, and in-person.

Keep clients updated on the status of their loan applications.

Loan Application Support:

Collect and review client financial documents (e.g., income verification, credit reports, tax returns).

Assist clients with completing loan applications accurately.

Prepare and submit mortgage loan applications to underwriting.

Loan File Management:

Organize and manage loan files, ensuring all required documents are obtained.

Track and update the loan officer on the progress of loan files.

Ensure all files meet regulatory and company standards before submission.

Scheduling and Coordination:

Schedule meetings between clients, loan officers, and underwriters.

Coordinate with title companies, real estate agents, and other third parties to ensure smooth loan closings.

Administrative Tasks:

Create reports, maintain spreadsheets, and organize databases.

Customer Service:

Provide outstanding customer service by anticipating and addressing client needs.

Resolve issues or concerns raised by clients promptly and professionally.

Qualifications:

Education: High school diploma or equivalent; some college or specialized training in finance or real estate is preferred.

Experience: Prior experience in mortgage lending, real estate, or financial services is preferred but not required.

Skills:

Excellent communication and interpersonal skills.

Strong attention to detail and organizational abilities.

Proficiency with office software (e.g., Microsoft Office, loan processing software).

Ability to work in a fast-paced environment and meet deadlines.