Work independently in a fast-paced environment with high volume of loan files
Contact pre-qualified customers to obtain documents needed for pre-approval
Analyze income and asset documentation to issue a pre-approval
Once customer is under contract work with them to complete e-sign and collect any additional documents needed to submit a full file to our operations team
Work with our operations team on troubleshooting anything missing or information needed for underwriting
Provide consumers with a superior level of customer service
Stay informed of developing trends in the mortgage industry
Attend/assist with scheduled meetings, training sessions and courses
Maintain compliance with all industry-specific federal and state licensed activity requirements and company’s Code of Conduct
Performs additional projects and duties as assigned by management

Two-year college degree or equivalent preferred
Must qualify for and obtain state licensure in the states where the company does business
Sales and customer service experience a plus
Ability to quickly connect with people in an outgoing, friendly manner
Strong sense of responsibility for completing work quickly and accurately
Ability to handle faster-than-average pace of activities
Detail-orientation with efficient focus on work activities
Careful decision-making skill with ability to avoid mistakes
Excellent oral, written, listening, and organizational skills
Basic computer and MS Office skills

Loan Officer Assistant

Key skills