Job Description
We are looking for an Loan Officer Assistant to work for a nationally recognized mortgage banking company in the Tacoma, area. In this position you will play an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission.
LOAN OFFICER ASSISTANT
ESSENTIAL FUNCTIONS
Assist originator in appointment setting with prospective and new applicants.
Set and confirm appointments for originator and manage calendar.
Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Be able to take applications on behalf of the originator.
Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
Run credit on loans assigned to an originator
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
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.
Manage key dates and pipelines 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.
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).
Provide any necessary assistance through production and underwriting process.
Answer customer inquiries related to active loan, and/or loan application status.
QUALIFICATIONS
High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
Current Mortgage License or Banking with Mortgage License
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.
Company Description
DISCLAIMER: SUNA Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.