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Assistant To Loan Officer / Hybrid Loan Processor

The Justin Kautz Mortgage Team

Assistant To Loan Officer / Hybrid Loan Processor

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    Assistant to Loan Officer - Hybrid Loan Processor We re searching for a detail-oriented mortgage loan officer assistant/hybrid loan processor. 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. This employee will work elbow to elbow with Justin Kautz the loan officer who has been in the mortgage industry for 16 years. Responsibilities: • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction • Assist with administrative duties such as making and screening 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 • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed • Order title and escrow fees and submit loans into underwriting • Manage borrower conditions from Floify app system and DropBox Qualifications: • Excellent customer service and communication skills and willing to go above and beyond for customers and team • Preferably 2 - 3 years of administrative support in a professional office or mortgage environment • High school diploma or equivalent required. College degree in finance or banking preferred • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred Compensation: $17 - $22 per hour plus a per closed loan file bonus

    • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction • Assist with administrative duties such as making and screening 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 • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed • Order title and escrow fees and submit loans into underwriting • Manage borrower conditions from Floify app system and DropBox • Manage incoming leads