Mortgage Loan Support Specialist

2 weeks ago


Chesterfield, Missouri, United States Flat Branch Home Loans Inc Full time
Job Overview

Position Summary:

As a Loan Officer Assistant at Flat Branch Home Loans Inc, you will be instrumental in aiding our Senior Mortgage Banker(s) (SMB) by guiding clients through the mortgage application process. Your role will involve regular communication with clients, partners, and vendors, as well as meticulous data processing to evaluate the documentation required for loan approval. Your keen attention to detail and organizational skills will be crucial in ensuring a smooth experience for our clients.

Key Responsibilities:

  • Maintain timely follow-up on essential documents from clients to ensure a prompt closing process.
  • Develop, implement, and oversee procedures aimed at enhancing team productivity and providing necessary resources for success, with a focus on pipeline management and workflow optimization.
  • Collect, assess, and organize all required documentation, ensuring proper uploading and labeling within the Encompass e-folder.
  • Perform data entry, facilitate credit assessments, and execute DU/LP and GUS through our Loan Origination System to ensure seamless operations.
  • Coordinate appointments and organize business-related events to facilitate smooth operations.
  • Strengthen relationships with clients and strategic partners through effective marketing materials.
  • Collaborate closely with our entire Flat Branch Operations team (Processing, Underwriting, Closing, Post-Closing, Shipping, and Secondary) to ensure cohesive operations.
  • Conceive and execute innovative marketing strategies to expand our business, enhance client relationships, and assist the Senior Mortgage Banker in fostering strong partnerships with realtors and clients.
  • Manage and optimize Top of Mind activities (including data entry, campaign management, communications, and essential tasks) to maintain connections with clients and partners.
  • Assume additional responsibilities as required to support the success of our team.

Qualifications & Skills:

  • Mortgage Loan Experience: Essential; familiarity with the industry's intricacies is required.
  • Communication Skills: Excellent verbal and written communication skills are vital.
  • Attention to Detail: A meticulous approach is necessary; every detail is significant.
  • Tech Proficiency: Experience with Encompass and a willingness to embrace technology is advantageous.
  • Self-Starter: A proactive individual who can take initiative without constant oversight.
  • Quick Learner: Eager to learn and adapt swiftly to new challenges.
  • Organizational Skills: Must possess strong organizational abilities to manage multiple tasks and deadlines effectively.
  • Phone/Computer Skills: The role will involve extensive computer work and phone communication, with opportunities to attend loan closings and client events.
  • Minimal Travel: Occasional travel may be necessary throughout the year.
  • Financial Acumen: Responsible with personal finances and knowledgeable about budgeting; we aim to be exemplary role models in guiding our clients towards sound financial decisions.
  • Cultural Ambassador: Contribute to promoting and maintaining our company culture across all locations.


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