Loan Officer Assistant

SUMMARY:

The Loan Officer Assistant’s primary role is to act as a liaison between the Loan Officer, borrowers, and operation departments. The Loan Officer Assistant ensures clear communication for a smooth closing transaction.

*Please note this is for an in-office role in our Crown Point, IN branch office*

RESPONSIBILITIES:

• Assist in the collection of missing documentation for the completion of loan files from borrowers
• Work with the Processor and Loan Officer to collect documentation to clear conditions
• Update Loan Officer on the status of conditions and copy Loan Officer on borrower correspondence and requests for documentation
• Structure file for processing in Encompass
• Perform basic office functions including, taking phone calls, scheduling meetings for the Loan Officer, faxing, making copies, data entry, etc.
• Run reports for the Loan Officer to monitor monthly productivity

Disclaimer: The job description is not a complete list of duties. The Loan Officer Assistant may and/or will be required to perform other functions as asked by management. The Loan Officer Assistant must be self-sufficient and show the initiative to self-educate industry product and program guidelines.

QUALIFICATIONS:

• Two (2) years prior mortgage or mortgage banking experience
• Ability to deliver effective results and to meet deadlines.
• Sound judgment and decision-making skills
• Ability to work under pressure and meet deadlines with minimal supervision
• Excellent phone and service skills