Loan Officer Assistant

SimplyPMG; Peachtree Corners (GA); Presencial; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

Panorama Mortgage Group in the Peachtree Corners area is seeking a Loan Officer Assistant to coordinate between the Loan Officer, borrowers, and operations for smooth closings.

You will assist with collecting missing documents, prep loan files with the processor, manage client and referral databases, handle calls, scheduling, and data entry, while upholding company policies and delivering excellent customer service.

Formación

• High school diploma or equivalent and at least 2 years in mortgage lending or related field.
• Ability to manage multiple priorities with strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel.
• Strong verbal and written communication skills. Basic math skills.
• Ethical, with a commitment to company values.

Responsabilidades

• Assist Loan Officer as needed (minus any licensed activity).
• Assist in collecting missing documentation for completion of loan file from borrowers.
• Work with the Processor to collect documentation to clear Loan Officer conditions.
• Update the Loan Officer on status of conditions and copy Loan Officer on correspondence and requests for documentation.
• Ordering verification of employment (VOE).
• Stack file for processing.
• Manage client and referral partner databases.
• Perform basic office functions including taking phone calls, scheduling meetings, making copies.
• Able to comply with the policies and procedures outlined in the Company Handbook.
• Perform other duties as assigned.

Conocimientos

Verbal communication

Written communication

Customer service

Educación

High school diploma or equivalent

2+ years mortgage lending experience

Herramientas

Data entry

PDF software

Microsoft Word

Excel

Descripción del empleo

Position Overview: The Loan Officer Assistant's primary role is to act as a liaison between the Loan Officer, borrowers, and operation departments. Assist with ensuring clear communication for a smooth closing transaction.

Key Responsibilities

• Assist Loan Officer as needed (minus any licensed activity)
• Assist in collection missing documentation for completion of loan file from borrowers.
• Work with the Processor to collect documentation to clear Loan Officer conditions.
• Update the Loan Officer on status of conditions and copy Loan Officer on correspondence and requests for documentation.
• Ordering verification of employment (VOE)
• Stack file for processing.
• Manage client and referral partner databases.
• Perform basic office functions including taking phone calls, scheduling meetings, making copies.
• Able to comply with the policies and procedures outlined in the Company Handbook
• Perform other duties as assigned.

Education / Experience

• High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
• Ability to manage multiple priorities, strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
• Strong verbal and written communication skills. Basic math skills.
• Ethical, with a commitment to company values.

Travel

• NA

Language

• Fluency in English language (written, oral, spoken); fluency in a second language desirable.

Compensation

• PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.

Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.