Loan Officer Assistant / Client Concierge - In Office

Benchmark Mortgage; Plano (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Loan Officer Assistant / Client Concierge to enhance customer service and streamline the loan process. This role is vital in supporting Loan Originators and managing client relationships through effective communication and organization. Ideal candidates will demonstrate strong relationship management skills and attention to detail while thriving in a fast-paced environment. With a focus on collaboration and efficiency, this position offers an exciting opportunity to contribute to a dynamic team. Join us and be part of a company that values its employees and fosters a culture of excellence.

Benefits

Medical, dental, and vision insurance

Short-term and long-term disability

401(k) and Roth 401(k) plans with company match

Company-provided life insurance

8 paid holidays

Qualifications

• 5+ years of residential mortgage experience with Conventional and FHA loans.
• Knowledge of the mortgage loan process and relationship management.

Responsibilities

• Provide administrative support to Loan Originators and the Client Team.
• Collect and distribute documents for loan processing.
• Communicate with applicants regarding loan status.

Skills

Customer relationship management

Organizational skills

Time management

Communication skills

Problem-solving capabilities

Ability to manage multiple deadlines

Education

High school diploma or equivalent

Tools

MS Office Suite

Encompass

Job description

Position Overview :

Benchmark takes pride in providing excellent customer service and the most efficient loan process to borrowers. The Loan Officer Assistant / Client Concierge is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.

Ideal candidates for this position have proven customer relationship management skills, a high attention to detail, and proven organizational skills.

Essential Functions of the Role :

1. Provide administrative and sales support to Loan Originators and the Client Team.
2. Collect and distribute documents and information pertinent to the processing and underwriting of the loan.
3. Assist Loan Originators and the Client Team in managing the pipeline of loan applications.
4. Communicate with applicants on behalf of the Loan Originator / Client Team regarding expectations and loan status.
5. Complete ordering process for 3rd party services (Appraisal, Hazard Insurance, Flood Certification, Title Work, Survey).
6. Other duties as assigned.

Essential Knowledge / Skills / Abilities :

• Knowledge of the mortgage loan process.
• Proven relationship management skills.
• Proven organization skills.
• Ability to manage multiple deadlines.
• Strong communication skills.
• Proven ability to prioritize and multi-task.
• Excellent time management skills.
• Ability to work across organizational boundaries.
• Strong problem-solving capabilities.
• Experience with MS Office Suite.

Experience Requirements :

• Minimum five years of residential mortgage experience with Conventional and FHA loans.
• VA proficiency preferred.
• Encompass experience preferred.

Education / Licensing Requirements :

• High school diploma or equivalent required.

Working Conditions :

• Fast-paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods.
• Requires sitting and bending.
• Works effectively with frequent interruptions.
• Lifting requirements of 10 lbs. occasionally.
• Minimal travel.

Along with a great culture and competitive pay, at (Benchmark / Eleven) Mortgage, our full-time employees are eligible for additional benefits including:

• Medical, dental, and vision insurance.
• Short-term and long-term disability.
• 401(k) and Roth 401(k) plans with a company match.
• Company-provided life insurance.
• 8 paid holidays.
• And more!