Loan Officer Assistant

Description

The Loan Officer Assistant serves as a flexible team member with the final goal of increasing service levels within the branch while freeing up time for the Branch Manager, Sales Manager and Loan Originators. This individual is the primary contact for clients and aids clients with applications and reviewing documentation.

Responsibilities:

• Communicates with and liaises between clients, Branch Managers, Sales Managers, Loan Originators, and other interested parties in matters relating to active loan files, answering questions and providing updates.
• Communicates with leads that are interested in applying for a mortgage loan.
• Tracks quality of service and satisfaction from clients and obtains referrals from all clients.
• Aids clients in completing applications over the phone.
• Reviews loan applications for each customer file to ensure completeness.
• Tracks all requested documents in Encompass.
• Reviews documentation received within 24 hours of receipt for discrepancies, omitted data, verified income calculation, asset verification, AUS requirements, and Encompass updates based on verified information, and notifies Loan Originators when any discrepancies are found on documentation.
• Partners with Loan Originators in resolving problems on files/documents.
• Ensures files are complete and set up per Company policy and procedures.
• Verifies accuracy and consistency of information in file to ensure “closing” documents are prepared according to investor/product guidelines."

Requirements

• High School Diploma or Equivalent
• Must have a minimum English Language comprehension of “B2 Upper Intermediate” according to the Common European Framework of Reference (CEFR) scale
• Ability to deliver effective results and to meet deadlines.
• Sound judgment and decision-making skills.
• Ability to work under pressure and with minimal supervision.
• Excellent phone and service skills.
• Prolonged periods of sitting, standing and or ambulating (Employee has some control over the length of time)
• Prolonged use of computers, telephone, and other standard office equipment which includes reading, writing, listening or speaking