JOB PURPOSE

The LOA works alongside designated Mortgage Loan Officers in a productive environment. This

position involves supporting a team in the loan origination process as well as performing daily

administrative tasks in a timely, complete and accurate fashion.

DUTIES AND RESPONSIBILITIES

• Perform specific tasks assigned by the MLO
• Ensure files move through processing and closing in a timely manner
• Establish appointments with clients
• Meet with clients to complete necessary documents
• Make and retain copies of important documents
• Promptly respond to client’s questions and concerns
• Follow up with clients at all times, keeping them informed of the loan process.
• Accurately obtain and review applicant’s credit history
• Systematically store and maintain client data files
• Properly prepare files for submission to processing
• Daily illustration of excellent customer service skills with clients and applicants to ensure client retention
• Efficiently perform a variety of research duties in support of the company
• Stay acquainted with assigned MLO’s daily schedule
• Proficiently assist in the development of financial objectives in association with present data

POSITION REQUIREMENTS

• Excellent written and verbal communication skills
• Proficient in Microsoft Office and basic office equipment
• At least two years of experience in the lending field preferred
• Associates degree in a related field is preferred
• Proficient organization skills; time management and ability to prioritize
• Ability to learn quickly and effectively
• Excellent listening skills
• Advanced knowledge of loan products and process
• Rapid decision making abilities
• Aptitude to work in a fast-paced and liquid environment
• Expertise in pre-underwriting
• Advanced knowledge of automated underwriting systems.