Loan Officer Support

Jobtailor; Wauwatosa (WI); On-site; USD 42,000 - 55,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Mortgage Processor to handle loan processing from application to closing in Wisconsin. You will coordinate with loan officers, realtors, and other parties, ensuring timely document collection and status updates while maintaining compliance with private and government insured mortgage guidelines.

The role requires strong communication skills, organization, and proficiency with origination technology. Overtime may be required to meet loan volume and deadlines.

Qualifications

• High school diploma or equivalent required.
• 1–2 years of sales or mortgage banking experience in loan processing preferred.
• Ability to interact with regional, corporate departments, realtors, sales agents, builders, appraisers, etc.
• Excellent and effective communication skills, verbal and written.
• Ability to quickly assess and process large amounts of information using designated technology.
• Must expand knowledge of mortgage industry issues and organization.
• Must be organized, detail-oriented, and able to prioritize workload.
• Must be available for all regularly scheduled hours and overtime when required.
• Proficient in origination technology and office equipment usage.
• Maintain confidentiality of borrower and company information.

Responsibilities

• Handles loan volume as directed by loan officers in a timely and efficient manner.
• Schedules appointments with potential customers for loan officers.
• Interacts with all parties involved in each loan from application to closing.
• Assist loan officer in collecting documents and communicating loan status; obtain remaining documents after closing.
• Stay updated on private and government insured mortgage guidelines.
• Maintain professional image and adhere to company policies and procedures.
• Meet customer service standards as outlined by management.
• Other duties as assigned.

Skills

Loan Processing

Mortgage Guidelines

Document Collection

Information Assessment

Technology Proficiency

Customer Service

Time Management

Organization

Education

High School Diploma or Equivalent

Tools

Origination Technology

Office Equipment

Job description

• Handles loan volume as directed by each loan officer in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines.
• Schedules appointments with potential customers for the loan officer(s).
• Interacts and interfaces with all parties involved in each individual loan transaction from application to closing.
• May assist loan officer in collecting additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing.
• Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages.
• Maintains a professional image and adheres to standards consistent with company policies and procedures.
• Meets customer service standards as outlined by management.
• Other duties as assigned except discussing or negotiating loan terms or conditions, directly with potential customers.

Requirements

• High school diploma or equivalent.
• One to two years of sales or mortgage banking experience in loan processing, preferred.
• Ability to interact with regional, and corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
• Excellent and effective communication skills, both verbal and written.
• An ability to quickly assess and process large amounts of information, and must be able to use designated technology.
• Must continue to expand knowledge of issues influencing the industry and the organization.
• Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume.
• Must be available to work all regularly scheduled hours; arriving at scheduled reporting time and at the prescribed time after any breaks or lunch periods.
• Must be willing to work overtime, as required.
• Must be proficient in required origination technology and use of other office equipment.
• Must maintain confidentiality of borrower and/or company information.
• Valid driver's license and current automobile liability insurance, if driving is required for business purposes.
• Other duties as assigned.

Core Competencies

Demonstrates proficiency in loan processing and customer service while maintaining compliance with private and government mortgage guidelines. Exhibits strong organizational skills and effective communication abilities to manage loan documentation and interactions with various stakeholders.

Highest-signal resume keywords

• Loan Processing Experience
• Excellent Communication Skills
• Detail-Oriented Organization
• Proficiency in Origination Technology
• Customer Service Standards

ATS Optimization Keywords

Hard Skills

• Loan Processing
• Mortgage Guidelines Knowledge
• Document Collection
• Information Assessment
• Technology Utilization

Soft Skills

• Effective Communication
• Organizational Skills
• Detail Orientation
• Time Management

Certifications & Qualifications

• High School Diploma or Equivalent
• Valid Driver's License

Industry Keywords

• Private Mortgages
• Government Insured Mortgages
• Sales Agents
• Realtors
• Appraisers

Tools & Technologies

• Origination Technology
• Office Equipment