Loan Officer Assistant

Established in 2009, Town Square Mortgage has been a cornerstone in the mortgage industry, providing unparalleled expertise and personalized service to individuals and families across the country. As a DBA of American Portfolio Mortgage Corporation, we've cultivated a reputation for reliability, transparency, and innovation. We're seeking a bilingual Loan Originator Assistant to join our team!

The duties of a Loan Originator Assistant are to coordinate and set up branch-wide loans such as completing loan applications, gathering necessary documents, following up with clients, and helping the processors with follow-up items. Under general supervision, but in accordance with established policies and procedures, is responsible for the coordination and oversight of the duties necessary to perfect mortgage loans. Responds to questions and/or provide information upon request (internal and external). Processes requests/transactions, as appropriate in a timely fashion. Additionally, this role will include opportunities for career advancement and professional development such as, support in obtaining the necessary licensing to become a Licensed Mortgage Loan Originator.

Key Responsibilities

• Assist Loan Officer and client with completing loan applications.
• Assist Loan Officer with all required functions for complete loan application to move to Processing.
• Assist with customer communications – past, present, and future
• Persistence in follow up for documentation needed in files
• Being able to handle and communicate with difficult clients at times
• Communicate visibility into loan status for Loan Officers/branch managers and operations
• Manage and maintain data integrity for closing dates and closing methods
• Assist Branch Managers when needed with administrative tasks
• Ensures the smooth flow of all mortgage loans from application to closing
• Develop new methods and procedures to increase daily operations efficiency
• Responsible for monitoring the mortgage process to help ensure loans meet underwriting and compliance guidelines

Knowledge and Skills

REQUIRED:

• Bilingual (Spanish)
• Basic computer literacy, Microsoft Word, Excel, Encompass, basic math skills
• Detail oriented and have a passion for data accuracy and integrity
• Have a high sense of urgency and attention to all details
• Quick to learn with excellent communication skills both written and verbally
• Must be able to manage multiple competing priorities at the same time and make sound business judgments about shifting those priorities

PREFERRED:

• Thrive under pressure, efficiency, and speed along with accuracy
• Working knowledge of Encompass Loan Origination Software
• Build relationships with borrowers and leverage those relationships to achieve key performance objectives

Education/Experience/Certification

• Education: High school diploma or equivalent
• Experience: 1-2 years of similar work-related experience preferred

Job Type: Full-time

Pay: $16.00 - $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Experience:

• Mortgage: 1 year (Required)
• Encompass LOS: 1 year (Required)
• Loan Officer Assistant: 1 year (Preferred)

Language:

• Spanish (Required)

Ability to Commute:

• Dallas, TX 75248 (Required)

Ability to Relocate:

• Dallas, TX 75248: Relocate before starting work (Required)

Work Location: Hybrid remote in Dallas, TX 75248