Loan Officer Assistant

Position Summary : The Loan Officer Assistant would work directly alongside licensed loan officers to help maximize productivity. They will support the Loan Officers during the loan origination process and perform daily administrative duties in an accurate and organized manner. Responsible for ensuring our borrowers fully understand the financial implications and responsibilities involved in taking out a loan and make sure they complete their applications correctly.

Essential Functions

• Assist Loan Officers with the loan application process.
• Initial client in-take, loan operating system set up, documentation gathering, electronically sort and file documents, income calculating, loan structuring, credit analysis and pre-underwriting, order employment verifications, order appraisal reports, run automated underwriting engines.
• Review and prepare documents for clients in a timely manner.
• Documentation follow up and tracking (contacting borrowers, title companies, real estate offices, appraisers, lenders, etc.)
• Manages day-to-day branch operations for example : scheduling, training, and administration of policies / procedures.
• Regular, reliable, and predictable attendance.

Marginal Functions :

Minimum Educational & Experience Requirements

Minimum Skill Requirements

Physical Demands

In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.

Work Environment

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.