We are seeking a customer-focused Licensed Loan Officer Assistant in Phoenix, AZ, US. This individual will support the team in delivering exceptional service to clients throughout the loan process, from prequalification to closing. The ideal candidate will have expertise in working with borrowers, including running credit checks, assessing income, and utilizing LP and DU systems. Responsibilities include collecting initial documentation and organizing a complete file for submission to Processing. The role calls for a candidate who thrives in a fast-paced setting, excels at multitasking, and demonstrates outstanding time management skills. Responsibilities: • The Loan Officer Assistant is responsible for assisting the Loan Officer with completed applications, lead follow-up, initial file set-up, and management of files from start to close • Up front, the Loan Officer Assistant is to put together the loan file, summarize the details, and prepare the file to be evaluated by the Loan Officer. This must be done within 2 business days of a complete app coming in. Loan Officer Assistants are also to follow up on leads at LO's discretion • Once under contract, the LOA is responsible for ensuring the file is ready to be disclosed accurately and ready to submit to processing with all initial documents. LOAs must submit complete files for processing within 3 business days. The file must be set up so that the file can be submitted to UW within 3 business days by the processor • Fully responsible for borrower contact from start to finish including keeping real estate agents and clients informed throughout the entire loan process Qualifications: • Minimum of 3 years of experience in the mortgage industry required • Strong experience in Encompass preferred • Proficiency in running LP and DU • Skilled in pre-qualifying clients and structuring loan files • Must exhibit a positive attitude and be a team player • Strong focus on customer service and dedication to delivering exceptional service • Motivated, gritty, and able to work in a fast-paced environment • Strong guidelines and various loan program knowledge • Able to get creative on different loan scenarios and structure according to clients best interest Compensation: $50,000+DOE + competitive bps bonus structure
• The Loan Officer Assistant is responsible for assisting the Loan Officer with completed applications, lead follow-up, initial file set-up, and management of files from start to close • Up front, the Loan Officer Assistant is to put together the loan file, summarize the details, and prepare the file to be evaluated by the Loan Officer. This must be done within 2 business days of a complete app coming in. Loan Officer Assistants are also to follow up on leads at LO's discretion • Once under contract, the LOA is responsible for ensuring the file is ready to be disclosed accurately and ready to submit to processing with all initial documents. LOAs must submit complete files for processing within 3 business days. The file must be set up so that the file can be submitted to UW within 3 business days by the processor • Fully responsible for borrower contact from start to finish including keeping real estate agents and clients informed throughout the entire loan process