The Loan Officer Assistant is responsible for managing the loan officers’ schedules and assists the Loan Processor. The Loan Officer Assistant also manages the branch lead tracker, branch database, and maintains business rapport. Job Responsibilities include scheduling all loan officer appointments, including new leads and additional appointments for the Branch Manager; taking all incoming calls; assisting Loan Processor with clerical tasks such as copying and faxing documents; scheduling regular weekly face-to-face meetings based on branch metrics and operations; meeting branch objectives specific to pre-qualifications and pre-approvals; attending branch events to assist Loan Officer in building clientele; completing and maintaining branch-assigned checklists, files, analysis within allotted branch deadlines; and being available to work varying hours and overtime if needed. Qualifications and Skills required include NMLS License under the S.A.F.E. Act of 2008, High School Diploma or equivalent, minimum 3 years’ residential mortgage processing experience, Encompass experience, knowledge of RESPA and mortgage and consumer lending regulations preferred, excellent math, analytical, communication, prioritization and time management skills, and proficiency in DU, LP, Microsoft Outlook & Windows. The job description is intended to convey essential information about the scope and nature of the job but is not exhaustive.
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