Loan Officer Assistant
4 weeks ago
Bay Equity is a leading retail mortgage lending institution seeking a highly skilled Loan Officer Assistant to join our team.
About the Role:The Loan Officer Assistant will provide critical support to our top-producing Origination Team, focusing on maintaining and building client relationships. This role requires exceptional administrative skills, excellent communication, and a keen eye for detail.
Key Responsibilities:- Assist the Origination Team with general administrative tasks related to promoting loan products to clients and referral partners.
- Support the team in obtaining loan conditions from clients and answering questions about the loan process.
- Input loan application data into the loan origination software and/or Encompass.
- Run AUS preapprovals as requested.
- Submit lock requests through Encompass.
- Obtain loan rates and pricing.
- Communicate loan status with referral sources, escrow, Loan Processing, and/or Realtors.
- Prepare various client and sales communications for the team.
- Set up meetings with potential referral partners.
- Help manage pipelines.
- High School degree or GED.
- 1+ year administrative or origination experience.
- Experience with Encompass and Excel a plus.
- Excellent verbal and written communication skills required.
- Detail and results-oriented.
- Must have a NMLS license.
- Ability to provide outstanding customer service in a fast-paced environment.
- Ability to multi-task and prioritize.
Bay Equity provides a comprehensive benefit package, including medical, dental, vision, life insurance, 401k, and paid time off. Compensation is based on experience and ranges from $35,000 - $36,000/yr. plus bonus. This is a full-time position.
Bay Equity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Bay Equity is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact our Human Resources Department.
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