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Mortgage Loan Assistant

Blue Financial Group

Mortgage Loan Assistant

Brea, CA
Paid
  • Responsibilities

    We’re searching for a detail-oriented mortgage loan officer assistant. The person in this position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships with clients and develop new business. The successful applicant should have a unique mix of sales and customer service skills, and the ability to manage loan files successfully from beginning to end. Those who excel have the opportunity to grow into a Loan Partner position. If this sounds like you, apply now! Responsibilities: Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service Check all loan package documents for complete accuracy and submit any discrepancies to the loan review team Provide administrative support such as screening and making calls, booking appointments, etc. Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork Qualifications: Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to client MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. Although not required, having an NMLS license or training is preferred 2-3 years of professional office environment and administration or mortgage experience preferred Compensation: $18 hour + bonus