Loan Officer Assistant

Flat Branch Mortgage Inc; Columbia Township (MO); On-site; USD 42,000 - 64,000; Full time

Job summary

A mortgage solutions provider is seeking a Loan Officer Assistant in Columbia Township, Missouri, to support Senior Mortgage Bankers in originating residential real estate loans. Responsibilities include managing documentation, collaborating with operations staff, and driving business development. Candidates should have mortgage loan experience, excellent communication skills, and a strong attention to detail. The role requires proficiency with various software programs and offers opportunities for professional growth.

Qualifications

• Experience with mortgage loans is required.
• Technical proficiencies with various software programs are desired.
• Self-starter with excellent organizational skills.
• Willingness to learn quickly.
• Ability to sit at a desk and work on a computer for extended periods.
• Occasional travel may be required.
• Experience working with vendors and contractors is preferred.
• Negotiation and budgeting skills.
• Spread company culture to each location.

Responsibilities

• Support collaboration with all operations staff.
• Establish marketing strategies to drive business development.
• Manage Top of Mind functions including data entry and campaigns.
• Gather, analyze, and upload documents into the e-folder.
• Timely follow-up of critical documents to facilitate closings.
• 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

Experience with mortgage loans

Extreme attention to detail

Excellent communication skills

Self-starter/Self-motivator

Ability to multi-task

Willingness to learn

Desk work

Travel flexibility

Vendor experience

Negotiation

Budgeting

Culture spread

Tools

Encompass

LOS

Job description

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.

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, 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