Loan Officer Assistant

• Integrity
• Accountable & Dependable
• Team Centric
• System & Process Oriented
• Service Ethic
• Organized Efficiency – Risk & Management Compliance

• Follow up with potential clients on a regular basis
• Collect all necessary financial documents from the borrower, including income statements, tax returns, and bank statements, ensuring completeness, accuracy, and authenticity.
• Order the title search and follow up to confirm receipt and review of the title report.
• Request and obtain required reports, such as credit reports, appraisals, and property inspections, ensuring they are processed promptly and reviewed for accuracy.
• Assist borrowers in completing application forms by providing guidance, answering questions, and reviewing the applications for completeness and correctness.
• Communicate with clients, and other stakeholders to gather additional information as needed
• Assist with generating loan quotes
• Handle client inquiries and provide outstanding customer service throughout the loan process
• Help build and maintain strong relationships with clients to encourage repeat business and referrals
• Other general administrative duties as assigned

• Prior administrative experience in lending, banking, finance, or another related field
• An understanding of the mortgage origination process
• Proficiency in Microsoft Office Suite and other relevant software applications.
• Bachelor’s Degree preferred

• Strong organizational skills and ability to handle multiple tasks simultaneously.
• Excellent verbal and written communication skills.
• Detail-oriented with a high level of accuracy in handling documentation.
• A team player with a positive attitude and a willingness to learn.
• Ability to maintain confidentiality and exercise discretion when dealing with sensitive information.

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off

Salary : $65,000 - $70,000