Loan Officer Assistant

6 months ago

Southlake, United States Guild Mortgage Company Full time

Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary:

The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties.

Essential Functions:

Lead to Contract duties:

Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. Assist originator 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 originator and manage calendar. Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator. Assist the originator with obtaining an accurate and thorough 1003. Analyze customer’s credit and financial scenario and determining appropriate loan product(s). Run credit on loans assigned to an originator Run AUS findings and prepare the Initial Fee Worksheet. Pull and prep web applications and other duties; including updating credit reports and AUS findings. Request status updates from pre-approved clients and referral sources (weekly TBD calls). Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients. Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed. Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:

Monitor key dates related to loan transactions and respond accordingly. Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly. Manage assigned originator's database; tracking active loan(s) and entering data as needed. Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service. Provide support in the collection and preparation of submitting loan application with supporting documentation to processing. Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed. Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s). Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer. Provide any necessary assistance through production and underwriting process. Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information. Answer customer inquiries related to active loan, and/or loan application status.

Additional common duties:

Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies. Pricing loan in accordance with Guild’s policies and communicating fees to operations team. Quoting rates and making commitments regarding locking to customer. Maintain referral source relationships through quick response time and excellent custom service. Prepare and send thank you cards to referral sources and new clients. Collect supporting documentation from customer, gathering necessary documentation for pre-approval. Act as a point of contact for the customer and referral source, keeping them informed throughout the process. Discuss product features with customer. Perform other duties as assigned. Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances.

Qualifications:

High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field. Active MLO licensing required. Ability to manage multiple priorities; 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 required. Strong verbal and written communication skills. Basic math skills. Ethical, with a commitment to company values.

Supervision:

No direct or indirect reports. Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution.

Requirements:

Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse.

Audio/Visual: 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, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Environmental: Office environment – no substantial exposure to adverse environmental conditions.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

  • Loan Officer Assistant

    1 month ago

    Southlake, Texas, United States Guild Mortgage Company Full time

    Job SummaryGuild Mortgage Company is seeking a highly organized and detail-oriented Loan Officer Assistant to support our mortgage banking team. As a key member of our team, you will play a crucial role in assisting originators in building complete loan files for submission, performing lead to contract and contract to close duties, and providing exceptional...

  • Loan Processing Assistant

    1 month ago

    Southlake, Texas, United States Guild Full time

    Job Title: Loan Processing AssistantGuild Mortgage Company is seeking a highly organized and detail-oriented Loan Processing Assistant to join our team.Job SummaryThe Loan Processing Assistant plays a critical role in the organization by performing a variety of tasks related to the company's Regional Operations functions. This role is primarily responsible...

  • Loan Processing Assistant

    6 months ago

    Southlake, United States Guild Mortgage Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.Position SummaryThe...

  • Loan Processing Assistant

    1 month ago

    Southlake, United States Guild Mortgage Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The...

  • Loan Processing Assistant

    4 months ago

    Southlake, United States Guild Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The...

  • Lending Assistant

    4 months ago

    Southlake, United States Hilltop Holdings Full time

    Job Description Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Lending Assistant supports loan officers in an administrative capacity within a highly engaged, high service environment. Provides administrative support requiring knowledge of lending operations and procedures. Responsible for servicing...

  • Part Time Office Assistant

    2 months ago

    Southlake, United States Haverty Full time

    Job DescriptionJob DescriptionJob DescriptionMAJOR FUNCTIONOffice Team Members are an integral part of Havertys’ outstanding customer experience in our retail locations by being customer focused and working as a team. Office Team Members process customer sales, process payment transactions, answer phones, and schedule deliveries.ESSENTIAL DUTIES AND...

  • Escrow Officer

    4 weeks ago

    Southlake, Texas, United States Pentagon Federal Credit Union Full time

    Berkshire Hathaway HomeServices PenFed Realty, a subsidiary of PenFed Credit Union, is seeking a skilled Escrow Assistant to join their team in South Lake, Texas.The primary responsibility of this role is to serve as an Escrow Assistant, providing exceptional support to the team and ensuring seamless processing of escrow transactions.This is a hybrid...

  • Office Administrator

    2 weeks ago

    Southlake, United States GHI Staffing Solutions Full time

    Are you passionate about delivering exceptional customer service and making a difference in people’s lives? We are looking to add a patient-focused Office Administrator to join our growing, fast-paced team! If you're eager to be part of a dynamic clinic that provides life-changing care, we want to hear from you.We are committed to improving the lives of...

  • Branch Office Administrator

    1 week ago

    Southlake, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    1 week ago

    Southlake, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Southlake, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Dermatology Assistant

    1 month ago

    Southlake, Texas, United States Forefront Dermatology Full time

    Medical Assistant - DermatologyWe are seeking a highly skilled and dedicated Medical Assistant to join our team at Forefront Dermatology. As a Medical Assistant, you will play a vital role in providing exceptional patient care and supporting our dermatologists in delivering high-quality medical services.Key Responsibilities:Room patients and document vital...

  • Physician Assistant

    2 weeks ago

    Southlake, United States Resurgens Orthopaedics Full time

    Physician Assistant - OrthopedicsApply Job Type Full-time Description * Must be willing to work both locations and be on call. Must have surgery experience* Clinic Assistance * Perform complete physical exams, pre-operative and post-operative evaluations, and record findings. * Order and interpret diagnostic studies (i.e. x-rays, MRIs, CTs and...

  • Senior Executive Assistant

    1 week ago

    Southlake, United States NEC Operating LLC Full time

    Company Overview: NEC Operating is a premier oil and gas investment, and development company founded on a culture of integrity, respect, excellence and teamwork. The company is a full-service contract operator and advisor focused on developing opportunities for investors and partners. Position Summary: We are seeking an enthusiastic and detail-oriented...

  • Medical Assistant

    1 month ago

    Southlake, United States Platinum Dermatology Partners Full time

    *Medical Assistant – Southlake Dermatology*Platinum Dermatology Partners – *Southlake, TX**Who We Are:*Platinum Dermatology Partners is a network of high-quality dermatology clinics that focus on collaborative and innovative ideas to drive growth. We offer general dermatology, cosmetic, medical, plastic surgery, and cancer screening treatments. We have...

  • Medical Assistant

    3 weeks ago

    Southlake, United States Platinum Dermatology Partners Full time

    *Medical Assistant – Southlake Dermatology*Platinum Dermatology Partners – *Southlake, TX**Who We Are:*Platinum Dermatology Partners is a network of high-quality dermatology clinics that focus on collaborative and innovative ideas to drive growth. We offer general dermatology, cosmetic, medical, plastic surgery, and cancer screening treatments. We have...

  • Dermatology Medical Assistant

    4 months ago

    Southlake, United States Forefront Dermatology Full time

    Come join our team! We have an immediate need for a Medical Assistant in our Compassion Dermatology clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you! Compassion Dermatology- Southlake, TXMonday- Thursday 8-5PFriday 8-330P  Summary:The Medical Assistant...

  • Dermatology Medical Assistant

    4 months ago

    Southlake, United States Forefront Dermatology Full time

    Come join our team! We have an immediate need for a Medical Assistant in our Compassion Dermatology clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you! Compassion Dermatology- Southlake, TXMonday- Thursday 8-5PFriday 8-330P  Summary:The Medical Assistant...

  • Medical Assistant

    4 weeks ago

    Southlake, Texas, United States Platinum Dermatology Partners Full time

    Job DetailsJob Location: Platinum Dermatology PartnersPosition Type: Full TimeSalary Range: $19.00 - $25.00 HourlyJob DescriptionJob Summary: We are seeking a highly skilled Medical Support Assistant to join our team at Platinum Dermatology Partners. As a Medical Support Assistant, you will play a vital role in providing exceptional patient care and...