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Loan Officer Assistant

Company: Supreme Lending
Location: Petaluma
Posted on: June 5, 2020

Job Description:

Loan Officer Assistant -- Job summary: -- Under the direction of a top producing loan officer(s), provide clerical and administrative support and act as a liaison between the loan officer, in-process customers, and branch operations staff. Maintain production reports and provide them daily. Manage active pipeline and ensure timely closing of all transactions. In addition to assisting the loan agent, you are required to be technologically driven as you will help implement and run online marketing platforms such as Facebook, LinkedIn, Instagram, Yelp, etc. You will also be responsible for putting together marketing materials needed by referral partners such as realtors or financial advisors. The best fit for this position would be someone who is currently working in an Loan Officer Assistant position and is sales driven and interested in an opportunity for growth with a goal of obtaining an NMLS license to become a licensed Loan Officer Assistant, where you may be able to help the loan agent take applications, lock loans, quote rates, hold open houses, etc. Additional Duties and responsibilities: Assist loan officer in managing pipeline in a timely and efficient manner, while obtaining working knowledge of company products as well as private and government insured mortgage guidelines.Schedule and attend appointments with potential customers for the loan officer.Interact and interface, in a support capacity, with all parties involved in each individual loan transaction from application to closing.Work in Encompass.May assist loan officer with potential home buyers by obtaining all necessary support documents. Assist in collecting additional documents and promptly communicating loan status to all interested parties. Obtain remaining or uncollected loan documentation after closing.Stay abreast of changes in rules and regulations pertaining to private and government insured mortgages.Maintain a professional image and adhere to standards consistent with company policies and procedures.Other duties as assigned. JOB REQUIREMENTS: High school diploma or equivalent with two years of sales or finance experience OR recent College graduate holding an Associates or Bachelor's degreeAbility to interact with regional, and corporate departments, as well as realtors, sales agents, builders, appraisers, etc.Has working knowledge of Encompass or a similar LOS.Excellent and effective communication skills, both verbal and written.An ability to quickly assess and process large amounts of information, and must be able to use designated technology.Must continue to expand knowledge of issues influencing the industry and the organization.Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume.Must be available to work all regularly scheduled hours; arriving at scheduled reporting time and at the prescribed time after any breaks or lunch periods.Must be proficient in required origination technology and use of other office equipment.Must maintain confidentiality of borrower and/or company information.Must be willing to work overtime, as required.

Keywords: Supreme Lending, Petaluma , Loan Officer Assistant, Other , Petaluma, California

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