Loan Officer Assistant

What's the Role?

The central focus of a Loan Officer Assistant is to support one or more Vice President(s) of Mortgage Lending (VP) with a variety of tasks related to increasing their production, efficiency, and quality of work. A Licensed Sales Assistant's tasks are divided between three important components including 1) Marketing support; 2) Pre-application through post-closing client interaction, including taking of applications; and 3) Loan data entry into the operating system, Encompass.

Pay Range: $40-45k Annual Salary

Office Location: 550 5th Ave, S, Naples, FL 34102 (work in office M-F)

Job Description:

• Maintain positive, professional, helpful relationships with all real estate agents
• Enter complete and accurate data into Encompass
• Assist Team with providing Commitment and Pre-approval Letters
• Create and email new listings and open house flyers to agents daily
• Score files through AUS
• Enter and maintain client contacts
• Work with Marketing department on lead generation marketing materials and flyers as requested
• Provide general administrative support to team
• Provide Marketing reports as needed
• Promptly return calls from borrowers and real estate agents.
• Keep team organized
• Order appraisal and title work on all files; promptly prepare files for processing team
• Assist other members on the team whenever possible to ensure loans close on time
• Maintain office monthly newsletters & distribute to office.
• Maintain calendars
• A strong commitment to customer service to sales associates and borrowers—is a must!!
• Keep current on all licensing requirements and continuing education classes throughout year to maintain LO license
• Interview borrowers over the phone, take loan applications and schedule borrowers to meet
• Support Loan Officers with new and past clients to lock loans and increase monthly production
• Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation

Qualifications:

• 2 years of Mortgage experience is preferred
• Exceptional communication skills – both written and verbal
• Knowledge of Microsoft Outlook, Work, and Excel (required)
• Familiarity and comfort with social media
• Bilingual with Spanish and English preferred
• Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process
• NMLS Preferred

Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Applications are being accepted on an ongoing basis.

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