What are the responsibilities and job description for the Mortgage Loan Assistant position at Motto Mortgage IMG?
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!Compensation:
$75,000 - $200,000 yearly
Responsibilities:- Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
- Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
- Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
- Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
- Screen and make calls, book appointments and provide administrative support as needed
- Work in synergy with our ISAs and real estate agents, educating them on available loan programs.
- Deliver swift, competent responses to our in-house Realtor and builder referrals.
- Follow up promptly on inbound leads and collaborate with our ISAs and agents on each lead.
- Make full use of our company-provided CRM system, ensuring it remains updated.
- Engage with applicants promptly, providing insightful, consultative mortgage options.
- Review rates, costs, and program options and keep all stakeholders informed of transaction status.
- Provide administrative support such as screening and making calls, booking appointments, etc.
- Assemble loan documentation as required and 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.
- Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator.
- Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service.
- High school diploma or equivalent required. College degree in finance or banking preferred
- Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
- Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
- At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
- Having an NMLS license is not required, but is preferred
- NMLS #, Licensed loan officer.
- Bilingual (English/Spanish).
- Proven history of originating purchase loans.
- Minimum 3 years of experience as a licensed mortgage originator.
- Exceptional verbal and written communication skills.
- Willingness to use video conferencing daily.
- A college degree is strongly preferred.
- Proficient technical skills (Microsoft or Google Suite, experience using a CRM to manage leads, etc.).
- Live in Denver, Co.
We are a high-paced Mortgage company, and our goal is to provide exceptional customer service. We don't just sell real estate, we work hard to make sure our customers get the best lending experience.
Our staff of agents always looks forward to gaining customer trust and helping them discover the smarter way to buy a home.
Salary : $75,000 - $200,000