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Loan Officer Assistant

2 months ago

Bellevue, Washington, United States Guild Mortgage Full time

About Guild Mortgage Company

Guild Mortgage Company is a leading mortgage banking firm dedicated to serving home owners and buyers. Our goal is to provide affordable home financing solutions while delivering exceptional customer service.

Job Summary

The Loan Officer Assistant plays a crucial role in the organization by assisting originators in building complete loan files for submission. This role may perform Lead to Contract and/or Contract to Close duties.

Key Responsibilities

Lead to Contract Duties:

  • Act as the primary point of contact for customers, ensuring timely and effective communication.
  • Assist originators in appointment setting with prospective and new applicants.
  • Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
  • Set and confirm appointments for originators and manage their calendars.
  • Provide administrative support in managing various client databases, including lead trackers and online pre-qualification links.
  • Assist originators in obtaining accurate and thorough 1003 forms.
  • Analyze customers' credit and financial scenarios to determine suitable loan products.
  • Run credit reports and AUS findings for assigned loans.
  • Prepare Initial Fee Worksheets and pull/prep web applications.
  • Request status updates from pre-approved clients and referral sources.
  • Stay up-to-date with company-approved programs and software systems.
  • Provide marketing support by coordinating, creating, and distributing advertising materials.
  • Manage monthly compliance-approved email marketing campaigns to realtors.

Contract to Close Duties:

  • Monitor key dates related to loan transactions and respond accordingly.
  • Send loan forms, disclosures, and supporting documentation to customers for completion and signature.
  • Manage assigned originators' databases, tracking active loans and entering data as needed.
  • Maintain customer contact to ensure follow-up of loan applications and answer basic customer inquiries.
  • Provide support in collecting and preparing loan applications with supporting documentation.
  • Order necessary documents, such as 4506T and SSA, as needed.
  • Prepare and submit loan applications to processing, resolving any subsequent file issues.
  • Review CD to ensure fees and cash at closing are consistent with customer commitments.
  • Provide assistance throughout the production and underwriting process.
  • Provide status updates to referral sources on active loans, adhering to Guild's policies on Consumer Privacy and Safeguarding of Information.
  • Answer customer inquiries related to active loans and/or loan application status.

Additional Responsibilities:

  • Act as the primary point of contact for customers, keeping them informed throughout the process.
  • Pricing loans in accordance with Guild's policies and communicating fees to the operations team.
  • Quoting rates and making commitments regarding locking to customers.
  • Maintaining referral source relationships through quick response times and excellent customer service.
  • Preparing and sending thank-you cards to referral sources and new clients.
  • Collecting supporting documentation from customers and gathering necessary documentation for pre-approval.
  • Acting as a point of contact for customers and referral sources, keeping them informed throughout the process.
  • Discussing product features with customers.
  • Performing other duties as assigned.

Requirements

  • High school diploma or equivalent is preferred, along with at least two years of experience in mortgage lending or a related field.
  • Active MLO licensing is required.
  • Ability to manage multiple priorities, with strong detail orientation and highly organized.
  • Works with a strong sense of urgency and responsiveness.
  • Passionate about delivering excellence in customer service.
  • Demonstrated patience and professionalism when interacting with both internal and external customers.
  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel is required.
  • Strong verbal and written communication skills, with basic math skills.
  • Ethical, with a commitment to company values.

Work Environment

  • Work is primarily sedentary, with mobility in an office setting.
  • Frequent use of a computer keyboard and mouse.
  • Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
  • Regularly required to accurately perceive, distinguish, and interpret information received visually and through audio.
  • Office environment, with no substantial exposure to adverse environmental conditions.