Mortgage Loan Processor and Loan Officer Assistant
2 hours ago
As a key member of our team, the Mortgage Loan Processor, Loan Officer Assistant, and Personal Assistant will support both our mortgage operations and the broker's personal business needs. This role requires a blend of loan processing expertise, loan officer support, and personal assistance to ensure the smooth operation of the brokerage and the broker's day-to-day activities.
Key Responsibilities:
- Serve as the lead loan processor, managing files from application to closing.
- Review, verify, and analyze loan documentation for accuracy and completeness.
- Assist the loan officer in preparing and structuring loan files, running credit reports, and pre-approving clients.
- Communicate with clients, underwriters, and third parties to obtain required documents and resolve any outstanding conditions.
- Manage loan pipeline and ensure files are processed efficiently, meeting all deadlines and compliance requirements.
- Ensure loans adhere to all state, federal, and investor guidelines and policies.
- Provide exceptional client service, keeping borrowers informed of loan status and next steps throughout the process.
- Collaborate closely with the mortgage broker to identify and resolve potential issues early in the process.
Personal Assistant Duties:
- Manage the mortgage broker's calendar, schedule meetings, and handle travel arrangements.
- Assist with general administrative tasks, such as email management, filing, and data entry.
- Help manage social media accounts, coordinate posts, and support marketing efforts.
- Serve as a liaison with clients, partners, and vendors, ensuring smooth communication and follow-up.
- Assist with business-related personal errands, projects, or special tasks as needed.
Qualifications:
- Minimum of 3-5 years of experience in mortgage loan processing and/or loan officer assistance.
- Strong understanding of mortgage lending guidelines, including FHA, VA, and conventional loans.
- Proficiency in ARIVE LOS for loan processing and GoHighLevel for CRM management.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Strong interpersonal skills with a focus on customer service and effective communication.
- Flexibility to perform both mortgage-related and personal assistant duties as needed.
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