Loan Officer Assistant

Flat Branch Home Loans; Chesterfield (MO); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Encompass experience

Job summary

Flat Branch Home Loans is seeking a Loan Officer Assistant to support Senior Mortgage Bankers in residential loan origination. The role facilitates data processing and document analysis to qualify and submit client files to Operations, while partnering with SMBs to maintain an efficient workflow and meet deadlines.

Applicants with the right qualifications this position could be remote, with occasional travel as needed.

Qualifications

• Experience with mortgage loans/LOA role, required
• Technical proficiencies with various software programs, desired
• Extreme attention to detail
• Excellent communication skills, verbal & written
• Self-starter/Self-motivator
• Ability to multi-task
• Willingness to learn while picking things up in a timely manner simultaneously
• Prolonged periods sitting at a desk and working on a computer
• Occasional travel, although minimal, may be required throughout the year, as needed.
• Attention to detail and organizational skills, must be able to juggle tasks and deadlines
• Experience working with vendors and contractors (preferred, not required)
• Negotiation and budgeting skills
• Spread company culture to each location

Responsibilities

• Support & collaborate with all of Flat Branch Operations Staff (i.e., Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary).
• Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building strong realtor and client relationships.
• Manage Top of Mind and all of its functions (i.e., data entry, campaign facilitation, emails, phone calls, letters and anything else deemed necessary and/or appropriate).
• Create, implement, and manage necessary procedures to maximize team efficiency and provide tools for success (i.e., pipeline progression and workflow)
• Gather, analyze, upload and label all necessary documentation into the Encompass e-folder.
• Timely follow-up of critical documents from clients to facilitate a timely closing.
• Data entry, facilitating credit pulls, running of DU/LP and GUS through our LOS
• Setting appointments and/or organizing business related gatherings
• Enhance relationships with clients and strategic referral partners via marketing documents.
• All other duties as assigned.

Skills

Mortgage loans experience

Attention to detail

Communication skills

Self-starter

Multi-tasking

Learning agility

Time management

Vendor management

Negotiation skills

Budgeting skills

Tools

Encompass

Job description

Basic Description

The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in following protocol while offering and developing a timely & efficient workflow to maximize and prioritize every aspect of origination support activities. Attention to detail and the ability to meet deadlines for each task is imperative.

Description

Basic Description

The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in following protocol while offering and developing a timely & efficient workflow to maximize and prioritize every aspect of origination support activities. Attention to detail and the ability to meet deadlines for each task is imperative.

Applicants with the right qualifications this position could be remote.

Responsibilities

• Support & collaborate with all of Flat Branch Operations Staff (i.e., Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary).
• Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building strong realtor and client relationships.
• Manage Top of Mind and all of its functions (i.e., data entry, campaign facilitation, emails, phone calls, letters and anything else deemed necessary and/or appropriate).
• Create, implement, and manage necessary procedures to maximize team efficiency and provide tools for success (i.e., pipeline progression and workflow)
• Gather, analyze, upload and label all necessary documentation into the Encompass e-folder.
• Timely follow-up of critical documents from clients to facilitate a timely closing.
• Data entry, facilitating credit pulls, running of DU/LP and GUS through our LOS
• Setting appointments and/or organizing business related gatherings
• Enhance relationships with clients and strategic referral partners via marketing documents.
• All other duties as assigned.

Requirements

Qualifications & Skills

• Experience with mortgage loans/LOA role, required
• Technical proficiencies with various software programs, desired
• Extreme attention to detail
• Excellent communication skills, verbal & written
• Self-starter/Self-motivator
• Ability to multi-task
• Willingness to learn while picking things up in a timely manner simultaneously
• Prolonged periods sitting at a desk and working on a computer
• Occasional travel, although minimal, may be required throughout the year, as needed.
• Attention to detail and organizational skills, must be able to juggle tasks and deadlines
• Experience working with vendors and contractors (preferred, not required)
• Negotiation and budgeting skills
• Spread company culture to each location