Loan Officer Assistant

Gershman Mortgage; Tampa (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Join a leading mortgage company as a Loan Officer Assistant in Tampa, FL. This role involves supporting Loan Officers with initial applications, borrower communications, and loan processing tasks. Ideal candidates are proactive, detail-oriented, and possess an active NMLS#. Enjoy a dynamic work environment with a comprehensive benefits package and opportunities for professional growth.

Benefits

Comprehensive benefits package including medical, dental, and vision

401(k) with Company Match

Paid Holidays and Generous Paid Time Off

Employee Referral Bonus Program

Sales and Recognition Awards

Qualifications

• Proactive communicator experienced in loan officer support.
• 4+ years of experience in retail residential mortgages.
• Active NMLS# required.

Responsibilities

• Provide support for Loan Officers throughout the loan process.
• Serve as the primary point of contact for borrowers.
• Utilize technology to streamline interactions and automate tasks.

Skills

Communication

Attention to Detail

Self-Motivation

Education

BA/BS or equivalent education

Job description

Loan Officer Assistant
Location: In our Tampa, FL office | Monday through Friday - 8:00 AM to 5:00 PM
ACTIVE NMLS# IS REQUIRED

About Gershman Mortgage
Communities, families, and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty, integrity, the entrepreneurial spirit, and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our customers.We are a customer-centric company devoted to creating and maintaining long-lasting relationships.

Position Summary
As a critical team member, you'll be a supporting force for our Loan Officers. You'll be part of everything, from taking initial applications to preparing essential updates for borrowers, coordinating milestone tasks, supporting marketing efforts, and more. Your dedication and support will contribute to an exceptional experience for borrowers.

Essential Loan Officer Assistant Functions
Loan File Life Cycle: You will complete various upfront support tasks on the front-end processing side with routine precision. While working in tandem with processors, you will be responsible for logging the progression of the loan file, as applicable to your responsibilities, and providing critical updates and necessary communication touchpoints to all relevant team members.
Expert Communication:You will serve as the primary point of contact for borrowers, assisting them in gathering information and completing any necessary documents throughout the loan process. Your expertise in collaborating seamlessly with the loan officer by executing a standard process customized for each borrower is a key function of the role. You will also regularly update the loan officer, processor, and operational colleagues at predesignated intervals.
CRM Support:You may assist the Loan Officer by streamlining interactions with borrowers and prospects, automating tasks, tracking leads, creating templated communications, and ultimately supporting the growth of their origination business.
LOS Technology:You will monitor and accurately organize loan pipeline information, follow all Encompass Loan Origination system compliance regulations, maintain confidentiality measures, and follow all SOPs correctly. You will also utilize other systems, such as Optimal Blue, to complete loan administration tasks.
A Culture of Excellence:You embrace a dynamic, collaborative environment where passion, creativity, and teamwork fuel your success.

Experience Desired
Aproactive communicator, continually expanding creative ways to support others.
Aproductivity powerhouse fueled by self-motivation and attention to detail.
Alifelong learner, constantly honing their skills and staying ahead of the curve.
BA/BS or 4+ years of loan officer support experience, ideally in retail residential mortgages.
Active NMLS# required.
You believe in the power of homeownership to transform lives.
Join an organization where your talent can shine!
Work Environment
This job operates in a professional office environment. This role routinely utilizes standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands
An employee must meet the physical demands described here to perform the essential functions of this job successfully. No or minimal physical effort is required. No or minimal exposure to physical risk. Work is typically performed in a standard office environment.

EEO Statement
Gershman Mortgage is an Equal Opportunity employer.

Other Duties
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.

Communities, families, and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty, integrity, the entrepreneurial spirit, and putting our customers first. We are passionate about delivering an outstanding customer experience and maintaining long-lasting relationships. We are looking for professionals to join our vibrant culture who share in our passion.

Gershman Mortgage has been awarded numerous top workplace awards based on independent employee satisfaction surveys. Our company was established in 1955, and our headquarters are located in St. Louis.

Gershman Mortgage is an Equal Opportunity Employer.

• Streamlined Loan Process – Day 1 Certainty and AccountChek
• Hybrid Loan Closings
• Compensafe System for Loan Officers
• Comprehensive benefits package including medical, dental, vision, short and long-term disability, and voluntary life insurance
• 401(k) with Company Match
• Biweekly Pay
• Employee Referral Bonus Program
• Paid Holidays and Generous Paid Time Off
• Sales and Recognition Awards
• Competitive Compensation