Loan Officer Assistant

Position: Loan Officer Assistant

Department: Branch Specific

Location: Branch Office or Remote depending on branch requirements

Exempt: Non-exempt:

Compensation & Benefits: $16.00-25.00/hour depending on experience and branch specifics

Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (MSF) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Health Reimbursement Arrangement, Life and AD&D coverage, voluntary Short Term, Long Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.

Role Overview

The Loan Officer Assistant (LOA) will have responsibilities in the following areas: Administrative, Relationship Management, Marketing, and Origination Support. In addition to providing marketing related support and representing Mortgage Solutions Financial while building relationships with Real Estate Agents; the LOA is responsible for assisting the Loan Originator with loan-level activities, such as but not limited gathering initial documents from borrowers and communicating status updates. The LOA will be required to use discretion and be capable of making decisions. The LOA will function as a liaison between LOs, MSF internal Team Members, third party vendors, agents, and borrowers.

Essential Duties

• Administrative and clerical support for the office

• Organizes meetings and communicates daily with employees and customers through Outlook

• Answers multi-line phones and direct calls to correct departments

• Leads Tracking submit a daily report for all company leads to be sent to managers

• Manage Branch database in BytePro and Surefire 3.0

• See Loan Level Details below for additional responsibilities

• Perform other duties as assigned

Qualifications & Experience

• Excellent computer and typing skills

• Proficient with Microsoft Office and internet use, ability to learn and utilize information systems

• Must be dependable and punctual with assigned work hours

• 1 years of mortgage related experience is required.

• Prior experience in a fast-paced, competitive, and or sales environment is preferred.

• Must be a self-starter, have excellent time management skills, the ability to work independently.

• Must demonstrate strong interpersonal skills in order to build relationships with a diverse multi-tier client base.

• Must be able to demonstrate the ability to manage multiple priorities and meet deadlines in a fast-paced, high volume work environment with proven follow up and organizational skills.

• Analytical / Critical thinkingbe able to anticipate problems and resolve early

• Knowledge and ability to take loan from submission to closing without oversight

• Ability to handle difficult situations independently while being solution oriented

• Ability to adapt to change in a fast-paced environment

Physical Requirements

• Stationary position; prolonged periods at a desk and working on the computer.

• Occasional movement about inside the office to walk to offices and office machinery.

• Occasional lifting up to 10 pounds, stooping, bending, standing, reaching.