Loan Officer Assistant

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Loan officer assistant

Seattle, Washington 98033

United States

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Prime Source Mortgage

Industries: Accounting and Auditing Services - Banking and Financial Services - Real Estate

Job Description

A Loan Officer Assistant works alongside designated Loan officers in a productive environment. This position involves supporting a team in the loan origination process as well as performing daily administrative tasks. Tasks are completed with a deadline and with proficiency .

KEY ACCOUNTABILITIES:
├вА┬в Perform specific tasks assigned by loan officer
├вА┬в Ensure files move through processing and closing in a timely manner
├вА┬в Establish appointments with clients
├вА┬в Meet with clients to complete necessary documents
├вА┬в Make copies of important documents
├вА┬в Promptly respond to client├вАЩs questions and concerns
├вА┬в Follow up with clients at all times, keeping them informed of the loan process
├вА┬в Accurately obtain & review applicant├вАЩs credit history
├вА┬в Systematically store and maintain client data and files
├вА┬в Properly prepare files for submission to processing
├вА┬в Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
├вА┬в Efficiently perform a variety of research duties in support of the branch
├вА┬в Stay acquainted with assigned Loan Officer├вАЩs daily schedule
├вА┬в Proficiently assist in the development of financial objectives in association with present data

Responsibilities (including but not limited to):
├вА┬в Interview prospects for possible qualification.
├вА┬в Conduct the pre-qual and pull the credit for likely prospects.
├вА┬в Assist the Loan Officer and Loan Processor with originating and completing loans.
├вА┬в Assist the Loan Officer and Loan Processor in communicating with and following up with clients and real estate agents.

Qualifications
├вА┬в You must have 3 years of current experience.
├вА┬в You must be familiar with FHA, VA, & Conventional (Fannie/Freddie/Portfolio) loan processing and originating.
├вА┬в You must know how to price a loan and disclose.
├вА┬в You must know how to put together a complete file.
├вА┬в You must have a thorough knowledge of the loan process from beginning to end.
├вА┬в You must be personable, presentable, and professional over the phone and in person.
├вА┬в You must be someone for whom customer service and helping others is a priority.
├вА┬в You must have an Encompass software system experience

Job Details

Department:

Language:

Salary Range (USD):

Not disclosed

Job Type:

Years of Experience:

1 yr. to 5 yrs.

Career Level:

Experienced

Education Level:

Associate's Degree