Loan Officer Assistant

Flat Branch Home Loans; Quincy (IL); Remote; USD 35,000 - 55,000; Full time

Job summary

A mortgage lending company in Quincy, IL is looking for a Loan Officer Assistant to support Senior Mortgage Bankers in the origination of residential loans. The role includes managing documentation, supporting marketing efforts, and ensuring efficient workflows. Strong communication skills and attention to detail are essential. This position may offer remote work options.

Qualifications

• Experience with mortgage loans/LOA role is required.
• Technical proficiencies with various software programs is desired.
• Excellent verbal and written communication skills.

Responsibilities

• Support and collaborate with operations staff.
• Establish and implement marketing strategies for business development.
• Manage data entry and communication tasks.

Skills

Experience with mortgage loans/LOA role

Attention to detail

Excellent communication skills

Self-starter/Self-motivator

Ability to multi-task

Tools

Encompass

Top of Mind

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. Applicants with the right qualifications this position could be remote.

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

• Experience with mortgage loans/LOA role, 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