Mortgage Loan Officer Assistant

WizeHire, Inc; Tomball (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A prominent mortgage company in Texas seeks a detail-oriented Mortgage Loan Officer Assistant to manage client communications and assist in the loan application process. The ideal candidate will have strong customer service skills and proficiency in Microsoft Office, along with 2-3 years of administrative experience in a mortgage or professional environment. Responsibilities include coordinating loan documentation and ensuring accuracy. This role offers a chance to join a supportive team committed to empowering its employees and clients.

Qualifications

• 2-3 years of administrative support experience in a professional office or mortgage environment preferred.
• Motivated and goal-oriented individual with strong customer service skills.
• Proficiency in Microsoft Office required.

Responsibilities

• Serve as the primary contact for clients and schedule meetings.
• Manage customer inquiries regarding transactions.
• Provide administrative support including calls and appointments.
• Collect and coordinate necessary loan documentation.
• Check loan documents for accuracy and submit discrepancies.

Skills

Customer service

Communication skills

MS Office proficiency

Organizational skills

Tools

CRM software

Proprietary mortgage software

MLS

DU

Job description

We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Responsibilities

• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
• Provide administrative support such as screening and making calls, booking appointments, etc.
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator

Qualifications

• Highly motivated and goal-oriented with excellent customer service and communication skills
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Preferably 2-3 years of administrative support in a professional office or mortgage environment
• NMLS license or training is not required, but is desired