Loan Officer Assistant

Flat Branch Mortgage Inc; Missouri; On-site; USD 42,000 - 56,000; Full time

Job summary

Flat Branch Mortgage Inc. in Missouri seeks a Loan Officer Assistant to support Senior Mortgage Bankers in residential loan origination. You will help with data processing, document analysis, and workflow optimization to ensure timely closings.

This role requires precise attention to detail, strong communication, and the ability to multi-task in a collaborative environment with processing, underwriting, and closing teams; occasional travel may be needed.

Qualifications

• Mortgage loan experience required.
• Proficiency with multiple software programs.
• Extreme attention to detail.
• Excellent verbal and written communication.
• Self-starter with strong motivation.
• Ability to multi-task and meet deadlines.
• Willingness to travel occasionally.
• Strong organizational and time-management skills.
• Experience coordinating with vendors and contractors is a plus.
• Negotiation and budgeting skills preferred.

Responsibilities

• Support and collaborate with Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary teams.
• Assist in developing marketing strategies to drive business and build client relationships.
• Manage top-of-mind and its functions: data entry, campaigns, emails, calls, letters.
• Create and implement procedures to maximize team efficiency and pipeline progression.
• Gather, analyze, upload and label documentation into the Encompass e-folder.
• Timely follow-up of critical documents to facilitate closings.
• Data entry, credit pulls, and LOS/DU/LP/GUS processing.
• Schedule appointments and organize business-related events.
• Enhance relationships with clients and referral partners via marketing materials.
• Perform other duties as assigned.

Skills

Mortgage loan experience

Attention to detail

Communication skills

Multi-tasking

Self-motivation

Learning quickly

Time management

Travel willingness

Vendor relations

Negotiation & budgeting

Culture propagation

Tools

Software proficiency

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