Position Overview:
Benchmark takes pride in providing excellent customer service and the most efficient loan process to borrowers. The Loan Officer Assistant/Client Concierge is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.
Ideal candidates for this position have proven customer relationship management skills, a high attention to detail, and proven organizational skills.
Essential Functions of the Role:
- Provide administrative and sales support to Loan Originators and Client Team.
- Collect and distribute documents and information pertinent to the processing and underwriting of the loan.
- Assist Loan Originators and Client Team in managing the pipeline of loan applications.
- Communicate with applicants on behalf of the Loan Originator/Client Team regarding expectations and loan status.
- Complete Ordering process for 3rd party services (Appraisal, Hazard Insurance, Flood Cert, Title Work, Survey)
- Other duties as assigned.
Essential Knowledge/Skills/Abilities:
- Knowledge of the mortgage loan process
- Proven relationship management skills
- Proven organization skills
- Ability to manage multiple deadlines
- Strong communication skills
- Proven ability to prioritize and multi-task
- Excellent time management skills
- Ability to work across organizational boundaries
- Strong problem-solving capabilities
- Experience with MS Office Suite
Experience Requirements:
- Minimum five years residential mortgage experience with Conventional, FHA experience required.
- VA proficiency preferred.
- Encompass experience preferred.
Education/Licensing Requirements:
- High school diploma or equivalent required.
Working Conditions:
- Fast-paced environment.
- Requires normal vision (corrected) both close and distant.
- Requires normal hearing levels (corrected).
- Requires working at a desk to use a phone and computer for extended periods of time.
- Requires sitting, bending.
- Works effectively with frequent interruptions.
- Lifting requirements of 10 lbs. occasionally.
- Minimal travel <5%.
Along with a great culture and competitive pay, at (Benchmark/Eleven) Mortgage our full-time employees are eligible for additional benefits including:
- Medical, dental, and vision insurance
- Short-term and long-term disability
- 401(k) and Roth 401(k) plans with a Company match
- Company-provided life insurance
- 8 paid holidays
- AND MORE!
Employment Type: Full-Time