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Mortgage Loan Assistant

Modern Lending

Mortgage Loan Assistant

Temecula, CA
Full Time
Paid
  • Responsibilities

    Job Description

    We're searching for a detail-oriented mortgage loan officer assistant. 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 and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!COMPENSATION: $46,000 per year PLUS full benefit package

    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

    • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service

    • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork

    • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer

    • Outbound Phone skills

    • Business 2 Client Phone Calls (ONLY Warm Leads)

    QUALIFICATIONS:

    • High school diploma or equivalent required. College degree in finance or banking preferred
    • Highly motivated and goal-oriented with excellent customer service and communication skills
    • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
    • At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
    • Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.

    ABOUT COMPANY Start your Modern Lending Story with us!

    • PROCESS: Our goal is 6 hour upfront Underwriting, 10 day Loan Processing, and 1-day Closing. Join a team that is transforming the industry’s standard.
    • GROWTH: Modern Lending is on track to grow exponentially over the next decade. This means each loan officer has the opportunity for exciting upward mobility.
    • CULTURE: We exist to love and value people by leading a movement of change in our industry, corporate culture, and communities. We are the highest reviewed company in Riverside County.