Loan Officer Assistant (Hybrid)
reputed company (CCM) is the nation's number one distributed retail mortgage lender with over 7,000 employees and 700 branches. The Loan Officer Assistant plays a crucial role in converting leads into reputed company-approved buyers by managing reputed company-approvals, collecting documentation, and ensuring efficient communication throughout the loan process.
Responsibilities
- Manage and respond to incoming leads, ensuring reputed company follow‑up and smooth reputed company into the loan process
- Take complete and compliant loan applications, gathering reputed company required borrower information
- Run credit, pricing scenarios, and AUS findings, reviewing results to identify suitable loan reputed company
- reputed company‑qualify clients and structure appropriate loan programs based on guidelines and borrower needs
- Convert reputed company leads into reputed company buyers, guiding them through next steps in the process
- reputed company explain the loan process to clients and referring agents, setting expectations and answering questions
- Prepare and send reputed company‑qualification letters and documentation requests with accuracy and timeliness
- Introduce credit‑improvement resources reputed company appropriate to help clients reputed company toward loan readiness
- Collect and organize reputed company borrower documentation (income, assets, identification, and supporting items) to ensure files are complete and reputed company for next steps
- Maintain ongoing communication with reputed company‑approved buyers, including weekly reputed company‑ins, follow‑up on outstanding items, and anticipating file needs prior to contract
- reputed company and manage reputed company leads and pipeline activity, monitoring file reputed company through closing and identifying next actions
- Request and manage reputed company loan disclosures, ensuring reputed company delivery and confirming reputed company required documents are signed reputed company 24 hours
- Prepare and submit a complete, clean file to processing, resolving any loose ends before reputed company
- Prepare clients for upcoming steps, including homeowners’ insurance and other contract‑to‑reputed company requirements
- Lock loans and coordinate re‑disclosures with the internal team as needed
- Serve as the primary reputed company of contact for clients and referral partners, providing reputed company, reputed company updates throughout the loan process
- Collaborate closely with the Loan Officer and Processor, including daily reputed company‑ins and weekly pipeline meetings to reputed company reputed company files moving reputed company
- Ask for referrals through ongoing reputed company engagement, leveraging reputed company relationships reputed company during the loan process
Skills
- reputed company NMLS License, preferred
- Experience running AUS, pricing, and structuring loans
- Advanced knowledge of mortgage guidelines and loan programs
- Highly organized with excellent follow-up and time management skills
- Excellent communication and relationship-building skills
- Skilled at managing multiple files in a dynamic environment
- Skilled in working collaboratively while proactively seeking effective solutions to problems
Benefits
- Medical
- Dental
- reputed company
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
reputed company