Loan Officer Assistant

Flat Branch Mortgage Inc; Council Bluffs (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

Flat Branch Mortgage Inc is seeking a Loan Officer Assistant to support Senior Mortgage Bankers in originating residential loans. You will manage data processing, document review, and timely workflow to maximize efficiency while maintaining strict adherence to protocols.

The role involves collaboration with Processing, Underwriting, Closing, and other teams, plus engagement with clients and referral partners. Strong detal and communication skills are essential, with occasional travel expected.

Qualifications

• Experience with mortgage loans is required.
• Excellent verbal and written communication.
• Extreme attention to detail and ability to meet deadlines.
• Ability to multi-task and learn quickly.
• Willingness to travel occasionally.
• Experience working with vendors or contractors is preferred.

Responsibilities

• Support Senior Mortgage Banker(s) in loan origination processes.
• Collaborate with Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary teams.
• Assist with data entry, document collection, labeling, and uploading into Encompass.
• Facilitate credit pulls and run DU/LP and GUS through LOS.
• Set appointments and coordinate business-related gatherings.
• Develop strategies to build client relationships and drive business development.

Skills

Mortgage loan experience

Attention to detail

Communication skills

Multi-tasking

Self-motivated

Data entry

Encompass proficiency

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