Team Loan Officer

SFMC Home Lending; Fort Worth (TX); On-site; USD 52,000 - 65,000; Full time

Job summary

SFMC Home Lending is seeking a Team Loan Officer Assistant to support loan originations and processing. You will gather and verify documents, calculate income, and coordinate with Processing to move loans forward.

The role requires experience across FHA, Conventional, VA and USDA programs and an active NMLS license. Strong communication and organizational skills are essential for success in a fast-paced environment.

Qualifications

• 5+ years of mortgage experience across the loan process, including FHA, Conventional, VA and USDA products.
• High School diploma or equivalent; Bachelor’s degree is a plus.
• NMLS License required.

Responsibilities

• Assist a designated Loan Officer in originating and processing loans.
• Request and verify required documents and follow up as needed.
• Calculate income to validate data and review AUS findings.
• Secure interest rate locks as quoted to clients.
• Prepare prequalification letters and initial disclosure packages.
• Review loan documents for submission to Processing and act as primary contact for calls.
• Manage CRM, follow up with warm leads and track pipeline on a regular basis.
• Participate in pipeline reviews and status calls to clients.

Skills

Communication skills

Problem-solving

Attention to detail

Process adherence

Adaptability

Independent work

Multitasking

MS Office proficiency

Integrity

Education

High School diploma or equivalent

Bachelor’s degree

Tools

MS Office

Job description

The Team Loan Officer assists a designated Loan Officer(s) in originating and processing loans. Duties include:

• Completing a quality, initial loan application and all applicable checklists.


• Requesting required documents, including follow up if needed.


• Calculating income in order to validate data.


• Running AUS and reviewing findings.


• Securing a locked interest rate as quoted to the client.


• Preparing and sending prequalification letters.


• Preparing the initial disclosure package.


• Reviewing and preparing loan documents for submission to Processing.


• Primary point of contact for phone calls.


• Managing the CRM, including follow-ups with warm leads and closed loans.


• Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers.


• Addressing any resulting issues during the process that potentially jeopardize the loan approval.


• Utilization of designated Sales tools and reporting methods.

Education and/or Work Experience Requirements:

• 5+ years of mortgage experience, including all areas of the loan process, as well as a thorough knowledge of FHA, Conventional, VA and USDA product financing.


• High School diploma or equivalent; Bachelor’s degree is a plus


• NMLS License required

Skills:

• Strong written and verbal communication skills with the ability to communicate effectively with a diversity of audiences.


• Demonstrated problem-solving ability and conflict resolution skills.


• Must have attention to detail and customer service focus.


• Ability to adhere to established processes and checklists.


• Flexibility and adaptability in a fluid and rapidly changing environment.


• Self-motivated with the ability to work independently with minimal supervision.


• Ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements.


• Proficient with MS Office, with a knowledge of industry automation and software.


• High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information.