Loan Officer Assistant

Requirements

• Acting as a primary point of contact for the customer
• Assisting originator in appointment setting with prospective and new applicants
• Providing administrative support managing various client databases
• Running credit on loans assigned to an originator
• Running AUS findings and preparing the Initial Fee Worksheet
• Pulling and prepping web applications and other duties
• Requesting status updates from pre-approved clients and referral sources
• Keeping up to date with company approved programs and software systems
• Providing marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed
• Managing monthly compliance-approved email marketing to realtors
• Monitoring key dates related to loan transactions and responding accordingly
• Sending loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature
• Managing assigned originator's database; tracking active loan(s) and entering data as needed
• Maintaining customer contact to ensure follow-up of loan application and answering basic customer inquiries
• Providing support in the collection and preparation of submitting loan application with supporting documentation to processing
• Ordering out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed
• Preparing and submitting loan applications to processing
• Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer
• Providing any necessary assistance through production and underwriting process
• Providing status updates to referral sources on active loans
• Answering customer inquiries related to active loan, and/or loan application status
• Acting as a primary point of contact for the customer and keeping the customer informed throughout the process
• Pricing loan in accordance with Guild's policies and communicating fees to operations team
• Quoting rates and making commitments regarding locking to customer
• Maintaining referral source relationships through quick response time and excellent customer service
• Preparing and sending thank you cards to referral sources and new clients
• Collecting supporting documentation from customer, gathering necessary documentation for pre-approval
• Acting as a point of contact for the customer and referral source, keeping them informed throughout the process
• Discussing product features with customer
• Performing other duties as assigned

Benefits

• Medical
• Dental
• Vision
• Life insurance
• AD&D
• LTD
• 401(k) with employer match