As the Loan Officer Assistant, you are esponsible for managing incoming leads, taking the initial applications, reviewing intitial documentation and maintaining lead tracker. You will be analyzing applicant credit information for loan pre-approval, reviewing income and asset documents and keeping clients and real estate agents updated throughout the pre approval process. Your customer service and follow up skills should be exceptional as to provide the best experience possible for all parties. Responsibilities: • Schedule Initial Consultations • Meet branch objectives specific to pre-qualifications and pre-approvals • Attend branch events to assist Loan Officer in building clientele • Complete and maintain branch-assigned checklists, prospect follow-up, file set-up, analysis within allotted branch deadlines • Request and obtain referrals from current clients and realtor partners • Runs automated underwriting (DU or LP) • Issues pre-approvals consistent with DU or LP findings Qualifications: • Experience in Encompass preferred • Proficiency in running LP and DU • Ability to pre-qualifying clients and structuring loan files • Must exhibit a positive attitude and be a team player • Strong focus on customer service and dedication to delivering exceptional service • Motivated, gritty, and able to work in a fast-paced environment • Guidelines and various loan program knowledge preferred Compensation: $55,000 - $65,000 + bonus
• Schedule Initial Consultations • Meet branch objectives specific to pre-qualifications and pre-approvals • Attend branch events to assist Loan Officer in building clientele • Complete and maintain branch-assigned checklists, prospect follow-up, file set-up, analysis within allotted branch deadlines • Request and obtain referrals from current clients and realtor partners • Runs automated underwriting (DU or LP) • Issues pre-approvals consistent with DU or LP findings