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Mortgage Lender Officer Assistant

1 month ago


Castro Valley, United States Veridian Mortgage LLC Full time
Description

We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officer. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today

Responsibilities

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

Qualifications

•Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
•Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
•Although not required, having an NMLS license or training is preferred
•High school diploma or equivalent required. College degree in finance or banking preferred
•At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant