Loan Originator Assistant

Wintrust Financial Corporation; Illinois; On-site; USD 17,000 - 24,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

FSA

Job summary

Wintrust Mortgage is seeking a detail-oriented advisor to assist in the origination, processing, and closing of residential loans. You will monitor files for accuracy, ensure guideline compliance, and coordinate with borrowers, attorneys, and agents throughout the loan lifecycle.

The role emphasizes teamwork, adherence to Fannie/Freddie guidelines, and the ability to manage multiple files while delivering strong customer service. Prior mortgage experience and Encompass familiarity are valued.

Qualifications

• High school or equivalent degree.
• Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
• Must be a self-starter, motivated, energetic, with excellent time-management skills.
• Ability to work independently and take direction.
• Updated and Current knowledge of Fannie/Freddie guidelines.
• Must possess a working knowledge of computers to include MS Word, Excel, and Internet.
• Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing.
• Encompass experience preferred.

Responsibilities

• Assist in the origination, processing, and closing of loans.
• Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research.
• Review files to ensure completeness, accuracy, and compliance.
• Work with internal and external customers.
• Reach out to referral sources (attorneys, agents, etc.) on the Loan Officer’s behalf.
• Assist in marketing the Loan Officer’s services to new prospective referral partners, by utilizing marketing materials.
• Manage day-to-day transactions and relationships with customers and vendors.
• Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc
• Provide necessary documentation to processing and underwriting departments to ensure timely loan closings
• Must have a working knowledge of mortgage loans and or/loan procedures
• Other duties as assigned

Skills

Multitasking

Interpersonal skills

Organizational skills

Communication skills

Time management

Self-starter

Independent work

MS Word

Excel

Internet

Education

High school diploma or equivalent

Tools

MS Word

Excel

Internet

Job description

About Wintrust Mortgage

Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we’re dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial services company with more than $66 billion in assets.

Why Join Us

An award‑winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years) Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility

Responsibilities

• Assist in the origination, processing, and closing of loans
• Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research
• Review files to ensure completeness, accuracy, and compliance
• Work with internal and external customers
• Reach out to referral sources (attorneys, agents, etc.) on the Loan Officer’s behalf
• Assist in marketing the Loan Officer’s services to new prospective referral partners, by utilizing marketing materials
• Manage day-to-day transactions and relationships with customers and vendors
• Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc
• Provide necessary documentation to processing and underwriting departments to ensure timely loan closings
• Must have a working knowledge of mortgage loans and or/loan procedures
• Other duties as assigned

Job Requirements

• High school or equivalent degree
• Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
• Must be a self-starter, motivated, energetic, with excellent time-management skills
• Ability to work independently and take direction
• Updated and Current knowledge of Fannie/Freddie guidelines
• Must possess a working knowledge of computers to include MS Word, Excel, and Internet
• Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing
• Encompass experience preferred

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation

The minimum estimated hourly rate for this role is $15.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate’s location, qualifications, skills, and experience.

Equal Opportunity

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.