Job Description

Essential Duties and Responsibilities:

The Loan Officer Associate assists a designated Loan Officer(s) in originating and processing loans.

Duties include:

• Reviewing the initial loan application.
• Requesting required documents, including follow up if needed.
• Calculating income in order to validate data.
• Running AUS and reviewing findings.
• Preparing and sending prequalification letters.
• Preparing the initial disclosure package.
• Reviewing and preparing loan documents for submission to Processing.
• Managing the Loan Officer(s) calendar, including follow-up, appointment setting and time blocking as appropriate.
• Primary point of contact for phone calls.
• Managing the CRM, including follow-ups with warm leads and closed loans.
• Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers.
• Utilization of designated Sales tools and reporting methods.

Education and/or Work Experience Requirements:

• 4+ years of mortgage experience, including all areas of the loan process, as well as a thorough knowledge of FHA, Conventional, VA and USDA product financing.
• High School diploma or equivalent; Bachelor’s degree is a plus
• NMLS License required

Skills:

• Strong written and verbal communication skills with the ability to communicate effectively with a diversity of audiences.
• Demonstrated problem-solving ability and conflict resolution skills.
• Must have attention to detail and customer service focus.
• Ability to adhere to established processes and checklists.
• Flexibility and adaptability in a fluid and rapidly changing environment.
• Self-motivated with the ability to work independently with minimal supervision.
• Ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements.
• Proficient with MS Office, with a knowledge of industry automation and software.
• High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information.
• Sales aptitude is a plus.

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