Loan Officer Assistant

Bay Equity - Houston, TX

Full-time - Entry Level

Houston, TX

Credit Intermediation and Related Activities

About the position

The Loan Officer Assistant at Bay Equity is responsible for providing essential sales support to a high-performing origination team, focusing on maintaining and building client relationships. This role involves various administrative tasks related to loan products, ensuring smooth communication with clients and referral partners, and assisting in the loan application process.

Responsibilities

• Support top producing Origination Team with general administrative tasks related to promoting loan products to clients and referral partners
• Assist Team with obtaining loan conditions from clients and answering questions about the loan process
• Input loan application data provided by the borrower into the loan origination software and/or Encompass
• Run AUS preapprovals as requested
• Submit lock request through Encompass
• Obtain loan rates and pricing
• Communicate loan status with referral sources, escrow, Loan Processing, and/or Realtors
• Prepare various client and sales communication for the team
• Set-up meetings with various potential referral partners
• Help manage pipelines

Requirements

• High School degree or GED
• 2+ years administrative or origination experience
• Experience with Encompass and Excel is a plus
• Excellent verbal and written communication skills required
• Detail and results oriented
• Must have a NMLS license
• Ability to provide outstanding customer service in a fast-paced environment
• Ability to multi-task and prioritize

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Life insurance