Loan Officer Assistant

Efinity Mortgage; Austin (TX); On-site; USD 42,750 - 52,250; Full time

Job summary

Efinity Mortgage is seeking a motivated mortgage loan officer assistant to support loan origination officers in Austin, Texas. This in-person role involves managing loan files, scheduling client meetings, and ensuring excellent customer service throughout the loan process.

The ideal candidate must be detail-oriented, bilingual in English and Spanish, and have 2-3 years of experience in loan processing. The position offers a competitive salary of $47,500 per year, plus commissions.

Qualifications

• 2-3 years of experience as a Loan Officer or Processor is required.
• Computer proficiency including MS Office is necessary.
• Bilingual English/Spanish speaker is a necessity.

Responsibilities

• Act as the primary contact between clients and our company.
• Gather and coordinate necessary loan documentation for verifications.
• Review loan package documentation for discrepancies.

Skills

Bilingual English/Spanish

Customer service

Loan financing knowledge

Teamwork

Tools

MS Office

CRM Software

Proprietary mortgage software

Job description

We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, this in-person role located in Corp Austin, Tx. 6805 N. Capital of Texas Highway, is for you.

Responsibilities

• Act as the primary contact between clients and our company, and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Gather and coordinate the necessary loan documentation for verifications and underwriting, such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Review all loan package documentation for discrepancies, omissions, and income calculation, then report any discrepancies to the loan originator
• Handle all customer and in-house inquiries about transactions so the process is smooth, and customers receive excellent service
• Screen and make calls, book appointments, and provide administrative support as needed

Qualifications

• A bilingual English/Spanish speaker is a necessity
• Loan Officer or Processor experience, 2-3 years is required
• Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
• Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
• Computer proficiency required, including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred

Compensation

$47,500 per year plus commissions.