Mortgage Loan Officer Assistant

Queensborough-National-Bank-; Chippewa Terrace (GA); On-site; USD 38,000 - 56,000; Full time

Job summary

Queensborough-National-Bank- is seeking a Mortgage Loan Officer Assistant to support the sales process and maintain excellent communication with internal and external customers. The role reports to Mortgage Loan Officers and possibly Senior Management.

Responsibilities include notifying borrowers of required documentation, preparing documents (in person or via DocuSign), organizing files, ordering appraisals, gathering insurance and payoff information, and assisting with marketing activities.

Qualifications

• High school diploma or higher in Business Administration.
• Minimum 2 years of experience in an office environment.
• Knowledge of basic financials and tax returns preferred.

Responsibilities

• Notify borrowers of required documentation for mortgage processing.
• Prepare client documents in person or via DocuSign.
• Organize files for processing.
• Order appraisals for Conventional, FHA, USDA.
• Gather homeowners insurance and payoff information.
• Assist processor in collecting missing files.
• Collect first payments from clients.
• Check mortgage messages and return calls.
• Assist with marketing activities including event preparation and management.

Skills

Verbal Communication

Professionalism

Team Player

Detail Oriented

Flexibility

Education

High School or better in Business Administration

Tools

Microsoft Office Suite

Job description

This position will report directly to the assigned Mortgage Loan Officers and may also be required to report to Senior Management. The Mortgage Loan Officer Assistant (LOA) is responsible for providing ongoing and consistent support to the sales process as well as excellent communication with internal and external customers.

• Notify borrower(s) of documentation required to process a mortgage loan
• Prepare documents for the client in person or in DocuSign
• Organize files for processing
• Order Appraisals for Conventional, FHA, USDA
• Gather homeowners insurance and payoff
• Assist processor in collecting missing documentation for file
• Collect first payments from clients
• Check mortgage messages and return calls
• Assist with gathering closing gifts for clients
• Assist with marketing activities to include event preparation & management

Qualifications

Skills

Required

Verbal Communication

Advanced

Professionalism

Intermediate

Microsoft Office Suite

Intermediate

Behaviors

Required

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Required

Flexibility

Inspired to perform well when granted the ability to set your own schedule and goals

Education

Required

High School or better in Business Administration.

Experience

Required

2 years:

Experience in an office environment

Preferred

Basic knowledge of financials and tax returns

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.