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Mortgage Lender Officer Assistant

Efinity Mortgage
Austin, TX Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/25/2025

Description

We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today!

Responsibilities

  • Screen and make calls, book appointments and provide administrative support as needed
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
  • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator / loan officer
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

Qualifications

  • Having an NMLS license is not required, but is preferred
  • Preferred degree in banking or finance, and a high school diploma or equivalent is required
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • Preferably 2-3 years of administrative support in a professional office or mortgage environment
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