Loan Officer Assistant

$44,990 - $52,000/Yr

New American Funding - Pasadena, CA

posted 4 months ago

Full-time - Entry Level
Pasadena, CA
Credit Intermediation and Related Activities

About the position

The Loan Officer Assistant (LOA) at New American Funding plays a crucial role in supporting the loan origination staff, including loan officers and sales managers, in the Pasadena, CA office. This position requires a collaborative approach, as the LOA will work closely with both the loan origination team and the processing team to ensure a smooth loan transaction process. The successful candidate will possess a strong understanding of various loan programs, including FHA, VA, Conventional, and others, and will be able to effectively communicate loan requirements to customers, processors, and loan officers. In this role, the LOA will be responsible for initiating communication with customers, real estate agents, and escrow companies at the start of each transaction. They will collect necessary documentation from customers, such as income statements and asset documentation, to facilitate the loan process. Additionally, the LOA will assist loan originators with preapprovals, loan structuring, and pricing options, while also managing lock expiration dates. Keeping all parties informed about the status of the loan transaction is a key responsibility, as is ordering standard loan requirements and verifications, including title, escrow, appraisal, and employment verification. The ideal candidate will demonstrate proficient product knowledge and the ability to analyze tax returns to accurately calculate income for various borrower types. A high level of professionalism, customer service, and communication skills is essential, as the LOA will interact with customers and team members regularly. Proficiency with Encompass and a solid understanding of compliance regulations and investor guidelines are also important for success in this position. The LOA must be able to work under pressure, meet deadlines, and handle multiple tasks simultaneously in a fast-paced environment. Flexibility in scheduling, including the possibility of evening and weekend hours, is required.

Responsibilities

  • Communicates with the customer (borrower), real estate agents, and escrows at the start of the transaction.
  • Collects customer documentation necessary to complete the loan transaction, such as income documentation, asset statements, and initial disclosures documents.
  • Assists loan originators with preapprovals and loan structuring.
  • Assists loan originators with loan pricing options/support and managing lock expiration dates.
  • Updates all parties with the status of the loan transaction as necessary.
  • Orders standard loan requirements and verifications such as title, escrow, appraisal, verification of employment, and verification of assets.
  • Demonstrates proficient product knowledge of various loan programs including FHA, VA, Conventional, and others.
  • Analyzes tax returns and accurately calculates income for all types of borrowers.
  • Maintains a high level of professionalism, customer service, and communication with customers, processors, and loan officers.

Requirements

  • High school diploma or general education degree (GED).
  • 5 years' experience working with mortgage loans preferred.
  • Recent customer service and/or sales experience.
  • NMLS License preferred but not required.
  • Proficient with Encompass.
  • Understanding of compliance regulations and investor guidelines.
  • Ability to analyze tax returns and accurately calculate income for all types of borrowers.
  • Ability to meet time deadlines while working under pressure.
  • Ability to effectively handle simultaneous tasks and projects in a fast-paced environment.

Nice-to-haves

  • Spanish speaking preferred but not required.

Benefits

  • Competitive hourly pay ranging from $21.63 to $25.00, depending on experience.
  • Potential bonuses leading to total compensation of $75K to $100K.
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