Loan Officer Assistant

Mutual of Omaha; San Francisco (CA); Remote; USD 45,000 - 70,000; Full time

Job summary

A leading company in financial services is seeking a Loan Officer Assistant to support loan officers in administrative tasks. This role plays a critical part in ensuring a smooth loan process, offering exceptional service to clients while managing various organizational tasks effectively. The position offers opportunities for professional growth in a collaborative work environment, with the possibility of remote work for suitable candidates.

Benefits

Competitive salary and benefits package

Opportunities for professional growth and career advancement

Collaborative and supportive work environment

Qualifications

• Experience in a loan processing or administrative role is highly desirable.
• Must be comfortable with numbers and general math/business concepts.
• Exceptional communication and interpersonal skills are required.

Responsibilities

• Answer phone calls and respond to client inquiries professionally.
• Intake and gather necessary loan information from clients.
• Prepare and create loan applications, ensuring accuracy.

Skills

Organization

Attention to Detail

Communication

Multi-tasking

Education

High school diploma or equivalent

Bachelor’s degree in finance, marketing or a related field

Tools

Microsoft Office Suite

Salesforce

Job description

We are seeking a highly organized and proactive Loan Officer Assistant to support our loan officers in various administrative functions. This role is critical in ensuring a smooth and efficient loan process while providing exceptional service to clients and partners.

Key Responsibilities :

• Answer phone calls and respond to client inquiries in a professional manner.
• Intake and gather necessary loan information from clients and partners.
• Enter client and loan information into proprietary software accurately.
• Create comprehensive loan proposals and ensure timely follow-up.
• Set appointments with clients and referral partners (e.g. Realtors, Financial Advisors, Attorneys), coordinating schedules effectively.
• Set reminders (for all stakeholders) for important tasks and deadlines to stay organized and help all stakeholders execute.
• Prepare and create loan applications, ensuring all required details are accurate.
• Collect and organize necessary documents from clients for loan processing.
• Mail out loan packets and correspondence to clients and partners as needed.
• Make follow-up calls to clients for additional information or updates on their applications.
• Order office supplies and maintain inventory for the loan officer team.
• Assist in remembering tasks and details for team members to ensure nothing is overlooked.
• Create and maintain checklists for various loan processes to enhance workflow efficiency.
• Use checklists to ensure all steps in the loan processing are completed thoroughly.
• Organize client folders and digital files for easy access and retrieval.
• Update records and folders regularly to maintain current and accurate information.

Qualifications :

• High school diploma or equivalent; Bachelor’s degree in finance, marketing or a related field is helpful.
• Must be very comfortable with numbers, arithmetic, and general math / business concepts
• Previous experience in a loan processing or administrative role is highly desirable.
• Strong attention to detail and excellent organizational skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Salesforce or a CRM experience is a plus
• Quantum Reverse experience is a plus
• Exceptional communication and interpersonal skills.
• Ability to multi-task, prioritize, and manage time effectively in a fast-paced environment.
• Strong follow-through skills and ability to adhere to directions.

What We Offer :

• Competitive salary and benefits package.
• Opportunities for professional growth and career advancement.
• A collaborative and supportive work environment.
• Remote location is acceptable (West Coast preferred)

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Loan Officer Assistant • San Francisco, CA