Mortgage Loan Officer Assistant

2 days ago


Fort Myers, Florida, United States Waterstone Mortgage Full time
About the Role

We are seeking a highly skilled and detail-oriented Loan Officer Assistant to join our team at Waterstone Mortgage. As a Loan Officer Assistant, you will play a critical role in supporting our loan officers in managing their pipelines and ensuring that all loans are ready for submission to the processing department.

Key Responsibilities
  • Screen calls and book appointments for loan officers
  • Track leads on a daily basis for loan officers
  • Responsible for taking applications and scheduling appointments for the mortgage team
  • Assist loan officers in gathering all necessary forms and paperwork
  • Responsible for assisting in submitting complete loan applications for each customer file
  • As part of the sales team, this individual is responsible for requesting/obtaining referrals from all WMC clients, current and potential along with sales partners
  • Ensure the CRM is updated with new listing agents, referring agents, title companies, and builders
  • Conducts weekly pipeline meetings with loan officers and addresses, and coordinates any additional follow-up items
  • Answers questions regarding closing requirements from, but not limited to other staff members, branches vendors and investors
  • Track all requested documents in Encompass
  • Respond to customer inquiries and other related parties on transactions as needed
  • Responsible for tracking all leads until an appointment is scheduled on the calendar
  • Maintain loan officer calendar. This includes scheduling, updating and confirming appointments
  • Pull credit and other documents as they pertain to lead generation
  • Run or check that the Automated Underwriting with updated Encompass file has been run, and read what the required documentation will be that is needed. Make sure that Automated Underwriting results match Encompass
  • Cross training ability to learn other positions to help the Branch when vacations and illness occur
Requirements
  • High school diploma or general education degree (GED) is required
  • Previous experience and knowledge of real estate compliance guidelines and the ability to implement them is preferred
  • Proficient knowledge of related computer applications such as Microsoft Office is required
  • Experience on Encompass LOS system or other mortgage processing software is required, DU, LP and other automated engine submissions experience is preferred
  • Proficiency in Spanish and English is preferred
  • Good grammar and diction are required
  • A federal registration through Nationwide Mortgage Licensing System (NMLS) is required
What We Offer

Waterstone Mortgage is an equal opportunity employer and offers a competitive salary and benefits package to the successful candidate.



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