Mortgage Loan Officer Assistant

Unclassified - Tempe, AZ

Full-time - Entry Level

Tempe, AZ

About the position

We are seeking an entry-level Mortgage Loan Officer Assistant who is detail-oriented and thrives in a fast-paced environment. This position is ideal for individuals who possess a sales-driven attitude and an entrepreneurial mindset. As a Mortgage Loan Officer Assistant, you will play a crucial role in supporting our loan officers and ensuring a smooth transaction process for our clients. We provide comprehensive paid training and licensing to help you develop your skills and maximize your earning potential in the mortgage industry. Your contributions will be vital in maintaining our high standards of customer service and operational efficiency. In this role, you will be responsible for a variety of administrative tasks that are essential to the loan process. You will screen and make calls, book appointments, and handle all customer and in-house inquiries regarding transactions. Your attention to detail will be critical as you verify that all loan package documentation is accurate and complete, in accordance with company policies and procedures. Any discrepancies will need to be reported to the loan originator or loan officer promptly. As the primary contact and liaison between clients, the branch manager, and the assigned loan originator, you will conduct meetings to coordinate follow-up items and ensure that all parties are informed and aligned. Additionally, you will gather and coordinate necessary loan documentation for verifications and underwriting, including loan files, loan packages, credit reports, and other mortgage application paperwork. This position offers a unique opportunity to grow within a dynamic and driven sales organization that values innovation, agility, and dedication to making a significant impact in the financial industry.

Responsibilities

• Provide administrative support such as screening and making calls, booking appointments, etc.
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service.
• Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/loan officer.
• Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items.
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.

Requirements

• Having an NMLS license is not required, but is preferred.
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred.

Benefits

• Comprehensive paid training and licensing to pave your career path and unleash your maximum earning potential.