Loan Officer Assistant

3 days ago

Madison, Wisconsin, United States Guild Holdings Company Full time
Job Summary

The Loan Officer Assistant plays a vital role in the success of our mortgage banking firm, Guild Holdings Company. As a key member of our team, you will be responsible for assisting loan officers in building complete loan files for submission. This role requires strong organizational skills, attention to detail, and excellent communication skills.

Key Responsibilities
  • Lead to Contract Duties:
    • Act as a primary point of contact for customers, providing exceptional customer service and ensuring timely communication.
    • Assist loan officers in appointment setting with prospective and new applicants, maintaining a high conversion rate from lead to appointment.
    • Provide administrative support, managing various client databases, sending new clients online pre-qualification links, and updating credit reports and AUS findings.
    • Analyze customer credit and financial scenarios, determining appropriate loan products, and running credit on assigned loans.
    • Prepare Initial Fee Worksheets, pull and prep web applications, and request status updates from pre-approved clients and referral sources.
    • Stay up-to-date with company-approved programs and software systems, implementing and executing new systems for the team and clients.
    • Provide marketing support, coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
  • Additional Common Duties:
    • Act as a primary point of contact for customers, keeping them informed throughout the process, subject to company policies and regulations.
    • Pricing loans in accordance with company policies, communicating fees to the operations team, and quoting rates and making commitments regarding locking to customers.
    • Maintain referral source relationships through quick response times and excellent customer service, preparing and sending thank-you cards to referral sources and new clients.
    • Collect supporting documentation from customers, gathering necessary documentation for pre-approval, and acting as a point of contact for customers and referral sources.
    • Discuss product features with customers, perform other duties as assigned, and adhere to company policies and investor underwriting guidelines.
Requirements
  • Education and Experience:
    • High school diploma or equivalent, with at least two years of experience in mortgage lending or a related field.
    • Active MLO licensing required.
  • Skills and Abilities:
    • Ability to manage multiple priorities, strong detail orientation, and highly organized.
    • Works with a strong sense of urgency and responsiveness, passionate about delivering excellence in customer service.
    • Demonstrated patience and professionalism when interacting with internal and external customers.
    • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
    • Strong verbal and written communication skills, basic math skills, and a commitment to company values.

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