Loan Officer Assistant
RemoteUnited States or Cedarhurst, New York, United States
Job Summary
Review mortgage loan applications and documentation via phone, computer, and physical media, including printing, scanning, and emailing. Deliver disclosure packages and rate re-disclosures to borrowers, while clarifying information and obtaining additional data as needed. Manage loan pipelines for conventional, FHA, VA, USDA, 203K, and reverse mortgage products by tracking outstanding items and following up on documentation. Facilitate timely closings by coordinating with Title Companies and customers, and deliver or retrieve appraisals and property valuations. Support loan officers and processors with general clerical tasks and phone inquiries to ensure positive customer experiences and prevent processing deficiencies.
Required Qualifications
- High School Diploma, General Equivalency Diploma (GED), or equivalent
- A minimum of 1 year of mortgage-related experience, including customer contact
Desired Qualifications
- Previous sales support experience
- Salesforce experience
- Excellent communication and customer service skills
- Excellent prioritization and time management skills
- Proficient with Microsoft Office applications
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