Mortgage Loan Assistant

3 weeks ago


Lake Charles, United States The Evangeline Bank and Trust Co Full time

The Mortgage Loan Assistant will support and assist the Mortgage Loan Officer with preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate.

Duties/Responsibilities:

  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and all additional necessary application paperwork
  • Gather, review and calculate income for pre-approval
  • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures.
  • Provide customer service by answering all inquiries in a timely manner
  • Assist with making and screening calls, scheduling appointments, etc.
  • Coordinate all follow up items
  • Other duties assigned by Loan Officer
Required Skills/Abilities:
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Basic understanding of Federal Housing Authority (FHA), Veterans Affairs (VA), Federal National Mortgage (Fannie Mae), and other types of construction and conventional loans.
  • Proficient with Microsoft Office Suite or related software.
Education and Experience:
  • High school diploma or equivalent required
  • Previous experience in banking preferred
  • Knowledge of mortgage loans
Physical Requirements:
  • Prolonged periods of sitting and standing
  • Must be able to lift 15 pounds at times.


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