What are the responsibilities and job description for the Loan Assistant/Document Preparation Specialist position at The Mortgage Source, Inc.?
Loan Assistant/Document Preparation Specialist
The Mortgage Source, Inc., an independently owned mortgage brokerage, is looking to add a Loan Assistant/Document Preparation Specialist to the team. This position will prepare loan documentation based upon information submitted from the Mortgage Loan Originators and Processors, ensure loan documents are accurate and in compliance with all state and federal regulatory requirements, and will act as support working closely with the Mortgage Loan Originators, Processors, and Closers. They must have excellent skills in attention to detail, verbal and written communication, as well as interpersonal skills. They must be well organized, motivated and have good time management skills.
Responsibilities include:
- Organize incoming loan applications
- Start new files
- Collect/organize incoming borrower documentation
- Prep Docs for E-Signature
- Stack Docs/Files after E-Signature
- Scan/Copy Personal Docs from Clients
- Organize, assemble and verify accuracy of loan documents and ensure files are up to date with all necessary documentation, proper signatures, dates and other relevant data.
- Review loan files to ensure completeness of the file.
- Perform all third-party verifications.
- Follow up with clients and realtors on missing loan documentation.
Skills:
- Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience.
- Basic knowledge of lending processes, loan principles, loan systems.
- Excellent customer service skills, attentiveness, and information retention.
- Detail oriented, high degree of accuracy and confidentiality.
- Excellent communication skills
- Working knowledge of pc's and various word processing, spreadsheet or related software.
- Ability to complete processes and meet deadlines.
Job Type: Full-time, 9:00am - 5:00pm M-F
Experience:
- 1 year, banking or finance (Preferred)
- Previous experience in a loan setting (Preferred)
Job Type: Full-time
Pay: $16.00 - $20.00 per hour
Expected hours: 35 per week
Benefits:
- Paid time off
Schedule:
- Day shift
- Monday to Friday
- No nights
- No weekends
Work Location: In person
Salary : $16 - $20