Job Description

POSITION SUMMARY: Assisting the Loan Officer by setting up and maintaining loan files organized, taking applications when directed to do so, returning phone calls and seeking signatures on documents where applicable, and preparing files to be submitted to processing. Monitoring the status of applications and stay in constant contact with others involved in the application process to ensure that files are moving through the approval process and closing in a timely fashion.

RESPONSIBILITIES:

·         Initiate communication with potential clients

·         Stay in communication with customers to update them on loan status

·         Assisting in preparing application documents and follow-up with clients to request missing documentation needed for processing

·         Help to keep the Loan Officer organized, answer phone calls, takes messages, create calendar invites for meetings, closings

·         Assisting in reviewing conditions and HUD

·         Maintain database of present and potential clients, real estate partners and other professional business partners

·         Maintain CRM system

·         Prepare and submit expense report

·         Other miscellaneous duties and tasks as specifically assigned by the Loan Officer.

KNOWLEDGE, SKILLS, REQUIREMENTS:

•         Adhere and comply with all applicable Federal and State regulations, as well as company policies and procedures.

•         General banking knowledge.

•         Mortgage or Real Estate Experience preferred but not required

•         Well-developed verbal and written communication skills.

•         Solid computer skills including Outlook, Microsoft Word, and Excel applications.

•         Attention to detail, ability to meet deadlines.

•         Ability to work independently, and closely and harmoniously with others in a fast-paced environment.

•         Ability to work an 8 hour day (8am to 5pm, 8:30am to 5:30pm, 9am to 6pm) (One hour lunch & two 10 minute breaks)

•         Excellent customer service skills.

PHYSICAL DEMANDS AND CONDITION REQUIREMENTS:

•         General office environment.

o   Sitting for long periods of time

o   Using a telephone or headset for long periods of time

EQUIPMENT USED:

•         General office equipment, i.e., calculator, photocopier, etc.

•         Computer

ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

Company Description

Since 2005, GoPrime Mortgage, Inc. has provided best-in-class mortgage service and flexible products with a focus on local service and community engagement. Headquartered in Apex, N.C., GoPrime’s company culture has contributed to steady growth and profitability in an otherwise turbulent industry. Veteran-owned and led by an award-winning executive leadership team, GoPrime Mortgage, Inc. is an agile business with long-term, dedicated employees who focus every day on service, innovation, teamwork and accountability. Helping customers enjoy the pride that comes with homeownership and financial stability, GoPrime serves individuals and communities in 30 states across the country. For more information, please visit www.goprime.com for branch information.