Loan Officer Assistant

1 month ago


Carlsbad, United States Solidify Mortgage Advisors Full time

JOB OVERVIEW:

We're looking for a go-getter to join our Carlsbad office You'll work directly with our billion dollar production ownership team providing their clients with exceptional customer service and a fast, efficient closing experience.

 

ABOUT US:

Our unique mortgage brokerage is family in size, but big in volume and we're looking for a team member to setup files and manage the active loan pipeline. You'll be working in a fun, business casual environment, with freedom to operate, lead by a husband and wife team whose volume has been ranked in the top 150 in the nation.

 

DUTIES AND RESPONSIBILITIES:

  • Open escrow and order title
  • Request insurance policies and changes
  • Order payoffs, VOE's subordinations
  • Retrieve documents and coordinate with all 3rd parties
  • Speak with prospective clients to obtain information and build rapport
  • Answer incoming calls from vendors and clients
  • Occasionally assist LO's and team members with admin needs


EXPECTATIONS:

  • Excellent grammar, written and verbal communication skills
  • Must be highly organized
  • Must be a people person with a knack for follow up
  • Must be reliable and trustworthy
  • Ability to multi-task with changing priorities and frequent interruptions
  • Overtime may be offered in high volume environments

 

EDUCATION AND EXPERIENCE:

  • Some college preferred
  • 1 year mortgage/real estate/escrow experience preferred

 

Solidify Mortgage Advisors

CA DRE #01970483

AZ Broker #0932871

NMLS #1283930



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