Loan Officer Assistant

CrossCountry Mortgage; Orange (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading mortgage company is seeking a Loan Officer Assistant to manage incoming leads and assist in the pre-approval process. The ideal candidate will have experience with Encompass, a strong focus on customer service, and the ability to thrive in a fast-paced environment. Responsibilities include scheduling consultations, analyzing credit information, and maintaining client communication.

Qualifications

• Experience in Encompass preferred.
• Proficiency in running LP and DU.
• Knowledge of guidelines and various loan programs preferred.

Responsibilities

• Manage incoming leads and take initial applications.
• Analyze applicant credit information for loan pre-approval.
• Schedule initial consultations and meet branch objectives.

Skills

Customer Service

Teamwork

Motivation

Attention to Detail

Tools

Encompass

Automated Underwriting Systems

Job description

As the Loan Officer Assistant, you are responsible for managing incoming leads, taking initial applications, reviewing initial documentation, and maintaining the lead tracker. You will analyze applicant credit information for loan pre-approval, review income and asset documents, and keep clients and real estate agents updated throughout the pre-approval process. Your customer service and follow-up skills should be exceptional to provide the best experience possible for all parties.

Responsibilities

• Schedule initial consultations
• Meet branch objectives specific to pre-qualifications and pre-approvals
• Attend branch events to assist the Loan Officer in building clientele
• Complete and maintain branch-assigned checklists, prospect follow-up, file set-up, and analysis within allotted branch deadlines
• Request and obtain referrals from current clients and realtor partners
• Run automated underwriting (DU or LP)
• Issue pre-approvals consistent with DU or LP findings

Qualifications

• Experience in Encompass preferred
• Proficiency in running LP and DU
• Ability to pre-qualify clients and structure loan files
• Must exhibit a positive attitude and be a team player
• Strong focus on customer service and dedication to delivering exceptional service
• Motivated, gritty, and able to work in a fast-paced environment
• Knowledge of guidelines and various loan programs preferred