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Loan Officer Assistant

4 weeks ago


Danbury, Connecticut, United States Evolve, LLC Full time
Job Summary:

The Loan Officer Assistant will play a crucial role in supporting loan officers in increasing mortgage loan production by developing relationships, attracting customers, and processing loan applications. The ideal candidate will have excellent communication skills, a strong understanding of financial concepts, and the ability to work effectively in a team environment.

Main Responsibilities:

  • Attract new mortgage loan applications by developing relationships with real estate professionals and making sales calls to prospective customers.
  • Provide applicants with information regarding the loan application process and ensure they have all necessary documentation.
  • Review and process loan applications, examining credit worthiness and calculating repayment risk.
  • Pre-qualify potential loan applicants by analyzing credit and financial background.
  • Maintain communication with borrowers throughout the loan process and ensure timely resolution of any issues.
  • Establish rates with borrowers and ensure all loan information is kept confidential.
  • Support the corporation's policies and procedures to provide excellent customer service.

Requirements:

  • High School Diploma or Equivalent.
  • Prior sales experience is preferred.
  • Strong budgeting, oral communication, and written communication skills.
  • Excellent customer relations and customer service skills.
  • Good math skills and negotiation abilities.
  • Professionalism and time management skills.