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Mortgage Loan Officer Support Specialist

2 months ago


San Diego, California, United States Mortgage Consultant - Jeff Stewart Full time
Job Overview

Are you ready to be part of a prominent organization in the mortgage sector that emphasizes stability, growth, and continuous training? We are seeking a Mortgage Loan Officer Assistant to provide essential support to our loan origination team. In this role, you will manage daily lead tracking, arrange appointments for the mortgage professionals, prepare necessary documentation, and address customer inquiries regarding transactions.

Compensation:

$55,000 - $60,000 annually

Key Responsibilities:
  • Act as the main point of contact between the mortgage loan officer and clients, coordinating meetings to address pending matters.
  • Organize and prepare required documentation for verifications and underwriting, including loan files, packages, credit reports, and additional mortgage application materials.
  • Respond to inquiries about transactions from clients and internal staff to maintain a high standard of customer satisfaction.
  • Review all loan package documents for accuracy and report any discrepancies to the loan officer or loan originator.
  • Assist with administrative tasks such as managing calls, scheduling appointments, and other related duties.
Qualifications:
  • 2-3 years of experience in a professional office setting, administration, or mortgage-related roles is preferred.
  • Familiarity with basic loan financing options, including conventional loans, FHA, VA, adjustable/fixed rates, and commercial loans.
  • Strong customer service and communication skills, with a commitment to exceeding client and team expectations.
  • Proficiency in MS Office is required; experience with CRM, MLS, DU, and proprietary mortgage software is a plus.
  • An NMLS license is preferred but not mandatory.
About the Company

At Mortgage Consultant - Jeff Stewart, we have cultivated a workplace culture that is distinguished by its dedication to excellence and teamwork. We prioritize clear communication, transparency, and a collaborative environment that empowers each team member. Our focus on teamwork encourages innovation and comprehensive problem-solving. We value work-life balance and offer flexibility to help you succeed both professionally and personally. Committed to professional growth, inclusivity, and diversity, we invest in our employees' development, fostering a dynamic and supportive atmosphere. Our workplace culture is enriched by wellness programs, adaptability, innovation, strong work ethics, and a sense of enjoyment.