Residential Loan Officer Assistant

Efinity

Residential Loan Officer Assistant

Bedford, TX
Full Time
Paid
  • Responsibilities

    Efinity Mortgage invites applications for the role of Loan Officer Assistant within our corporate team. The ideal candidate will support the mortgage loan origination process, utilizing a distinctive blend of sales acumen and customer service excellence, coupled with the capability to oversee loan files from inception to completion. Proficient communication skills are paramount to foster relationships that contribute to our ongoing business success. We seek an individual who is meticulous, comprehensive, and committed to delivering superior customer service. This position will have a base and bonus component to it. **Ideal client will be bilingual and have a Loan Officer License ** Responsibilities: • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service • Screen and make calls, book appointments and provide administrative support as needed • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items Qualifications: • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • Having an NMLS license is not required, but is preferred • At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant • College degree in finance or banking is preferred. High school diploma or equivalent required • Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. Compensation: $47,000 yearly

    • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service • Screen and make calls, book appointments and provide administrative support as needed • Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork • Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items