The Loan Officer Assistant provides administrative support to loan officers throughout the loan application and approval process. This includes assisting clients with loan applications, gathering required documentation, communicating with borrowers, and ensuring compliance with applicable regulatory requirements.
This role plays an important part in maintaining efficient loan operations, keeping loan files organized, meeting deadlines, and delivering excellent customer service.
Loan File Management
Review lender conditions with the Loan Officer and gather the necessary documentation and information from clients.
Track loan files from submission through closing to ensure deadlines and requirements are met.
Monitor and update pipeline dates to maintain accurate loan progress records.
Request borrower-related conditions upon loan approval and follow up on outstanding requirements.
Communication and Records Management
Serve as the central point of communication among clients, third parties, and internal teams.
Create, update, and maintain accurate database records.
Manage all Blend notifications to ensure timely communication and follow-up.
Pipeline and Processing Support
Manage the new lead and pre-approval pipeline to improve client engagement and ensure consistent follow-ups.
Assist the processing team with order-outs, LoanBeam, FasTrack submissions, and file scrubs.
Help maintain organized and up-to-date loan files to support efficient processing and timely closings.
Skills, Knowledge and Expertise
Must be fluent in English and Spanish.
At least one year of experience as a Sales Assistant.
Familiarity with mortgage loan applications, documentation, and approval processes.
Strong organizational skills and attention to detail.
Effective written and verbal communication skills.
Ability to manage multiple loan files, track deadlines, and follow up on outstanding requirements.
Familiarity with mortgage systems and tools; experience with Encompass is preferred.
Ability to work collaboratively with loan officers, borrowers, third parties, and internal teams.
Commitment to accuracy, compliance, confidentiality, and excellent customer service.
Willingness to learn new systems, tools, and industry best practices.
Skills, Knowledge and Expertise
Must be fluent in English and Spanish.
At least one year of experience as a Sales Assistant.
Familiarity with mortgage loan applications, documentation, and approval processes.
Strong organizational skills and attention to detail.
Effective written and verbal communication skills.
Ability to manage multiple loan files, track deadlines, and follow up on outstanding requirements.
Familiarity with mortgage systems and tools; experience with Encompass is preferred.
Ability to work collaboratively with loan officers, borrowers, third parties, and internal teams.
Commitment to accuracy, compliance, confidentiality, and excellent customer service.
Willingness to learn new systems, tools, and industry best practices.
Job Type: Full-time
Work Location: Remote
Compensation details: 33600000-45600000 Yearly Salary
PI9d4608b2d810-38265-41981807
Requirements
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Additional details
- Experience: 1-2 Years
- Entry level: 1-2 Years