Mortgage Lending Associate: Origination & Growth Lead

Rate; Northern (KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Vacation benefits

Medical, dental, vision benefits

Flexible benefits

Life insurance

Commuter benefits

Well-being programs

Job summary

Rate is a leading retail mortgage lender seeking an Associate Loan Officer to support one or more Vice Presidents of Mortgage Lending. The role involves loan origination on behalf of the VP, pre-application through post-closing client interaction, and data entry into Encompass.

Key tasks include taking applications, sourcing loans, maintaining organized files, and communicating with customers and referral sources.

Qualifications

• Excellent customer service skills and strong work ethic.
• Exceptional verbal and written communication and listening skills with ability to communicate with multiple levels of management and influence others.
• Ability to work in a fast-paced environment requiring strong organizational skills and analytical acumen.
• Excellent time-management skills and follow-up to meet deadlines.
• Familiarity with mortgage industry and GRI loan processes.
• Ability to multi-task with attention to detail while meeting deadlines in a fast-paced environment.
• Proficient in Microsoft Office Suite including Outlook, and loan origination system (Encompass).
• Ability to think strategically to solve problems with loan files.

Responsibilities

• Take applications from the VP's clients in person and by phone, performing required licensable activities.
• Independently source and originate loans and generate new business.
• Enter loan data into Encompass and maintain complete files.
• Monitor loan from application through closing and communicate with customers and referral sources.
• Coordinate with Marketing to create materials for agents.
• Maintain calendars, schedule meetings, and ensure timely follow-ups.
• Support origination activity and assist the VP in executing growth plans.

Skills

Customer service

Communication

Time management

Organizational skills

Mortgage industry knowledge

Detail oriented

Tools

Microsoft Office Suite

Encompass

Job description

Rate is a leading retail mortgage lender seeking an Associate Loan Officer to support one or more Vice Presidents of Mortgage Lending. The role involves loan origination on behalf of the VP, pre-application through post-closing client interaction, and data entry into Encompass.

Key tasks include taking applications, sourcing loans, maintaining organized files, and communicating with customers and referral sources.