Licensed Loan Officer Assistant

Rate; United States; Remote; USD 45,000 - 50,000; Full time

Job summary

A leading financial services company is seeking a Licensed Loan Officer Assistant to join their remote team. The role focuses on supporting client interactions, managing loan documentation, and maintaining professional relationships with real estate agents. The ideal candidate will have experience in the mortgage industry, demonstrate exceptional communication skills, and maintain a strong commitment to customer service. Offering competitive salary and benefits, this position is an excellent opportunity for those looking to advance in a dynamic environment.

Benefits

401(k)

Medical insurance

Vision insurance

Disability insurance

Vacation benefits

Qualifications

• 2+ years of experience in Mortgage or Real Estate preferred.
• Exceptional written and verbal communication skills.
• NMLS license or willingness to obtain.

Responsibilities

• Support client engagement activities, manage data entry.
• Maintain relationships with real estate agents.
• Assist in loan applications and provide marketing support.

Skills

Communication skills

Customer service

Data entry

Education

NMLS license

2+ years of Mortgage and/or Real Estate Experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

This range is provided by Rate. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $50,000.00/yr

Additional compensation types

Annual Bonus

About Rate Companies:

Rate Companies is a leader in mortgage lending and digital financial services. Headquartered in Chicago, the Rate Companies has more than 7,000 employees in over 850 branches across the U.S., serving all 50 states and Washington, D.C. Since its launch in 2000, Rate Companies has helped more than 1 million homeowners with home purchase loans and refinances, with a total loan volume of more than $116 billion in 2021 alone. The company has cemented itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. Honors and awards include: Top Lender for Online Service for 2018 by U.S. News & World Report; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose technology; No. 3 ranking in Scotsman Guide’s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine’s Lender of the Year for six consecutive years; and Chicago Tribune’s Top Workplaces list for seven consecutive years. Visit rate.com for more information.

We are currently seeking a hard-working, dedicated Licensed Loan Officer Assistant to join our innovative and passionate team.

Location: Remote

Responsibilities:

• The primary function of the Sales Assistant is to support and manage client engagement activities including some aspects of partner development.
• Maintain positive, professional, helpful, friendly relationships with all real estate agents.
• Enter complete and accurate data into Encompass & Print Encompass docs including CCW’s etc. for borrowers to sign.
• Assist Team with providing Commitment and Pre-approval Letters.
• Create and email new listings and open house flyers to agents daily.
• Score files through AUS.
• Enter and maintain client contacts.
• Work with Marketing department on lead generation marketing materials and flyers as requested.
• Provide general administrative support to team.
• Provide Marketing reports as needed.
• Promptly return calls from borrowers and real estate agents.
• Order appraisal and title work on all files; promptly prepare files for processing team.
• Assist other members on his team whenever possible, with anything.
• Maintain office monthly newsletters & distribute to office.
• A strong commitment to customer service to sales associates and borrowers—is a must!!
• Keep current on all licensing requirements and continuing education classes throughout year to maintain LO license.
• Interview borrowers over the phone, take loan applications and schedule borrowers to meet.
• Support Loan Officers with new and past clients to lock loans and increase monthly production.
• Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation.

Qualifications:

• 2+ years of Mortgage and or Real Estate Experience is preferred.
• Exceptional communication skills – both written and verbal.
• Knowledge of Microsoft Outlook, Work, and Excel (required).
• Familiarity and comfort with social media.
• Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process.
• Must have NMLS license or be willing to obtain NMLS license.

Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Please click this link to learn more about our benefit offerings for Washington State: https://www.rate.com/careers/open-positions/disclosures

Applications are being accepted on an ongoing basis.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Sales, and Finance

• Industries

  Financial Services, Real Estate, and Banking

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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