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SalaryPosition Overview:
The Loan Officer Assistant’s primary role is to act as a liaison between the Loan Officer, borrowers, and operation departments. Assist with ensuring clear communication for a smooth closing transaction.
Key Responsibilities:
- Assist Loan Officer as needed (minus any licensed activity)
- Assist in collection missing documentation for completion of loan file from borrowers.
- Work with the Processor to collect documentation to clear Loan Officer conditions.
- Update the Loan Officer on status of conditions and copy Loan Officer on correspondence and requests for documentation.
- Ordering verification of employment (VOE)
- Stack file for processing.
- Manage client and referral partner databases.
- Perform basic office functions including taking phone calls, scheduling meetings, making copies.
- Able to comply with the policies and procedures outlined in the Company Handbook
- Perform other duties as assigned.
Education/Experience:
- High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
- Ability to manage multiple priorities, strong detail orientation and highly organized.
- Works with a strong sense of urgency and responsiveness.
- Passionate about delivering excellence in customer service.
- Demonstrated patience and professionalism when interacting with both internal and external customers.
- Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
- Strong verbal and written communication skills. Basic math skills.
- Ethical, with a commitment to company values.
Language:
- English preferred, Bi-Lingual (English/Spanish) desired.
Compensation:
- PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.
