Job Description

Job Description

Job Description

Description:

Basic Description:

The Loan Officer Assistant/Mortgage Banker will assist their Senior Mortgage Banker (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in following protocol while offering and developing a timely & efficient workflow to maximize and prioritize every aspect of origination support activities. Attention to detail and the ability to meet deadlines for each task is imperative. This individual should possess good time management skills and basic mortgage knowledge as well as the ability to manage a loan pipeline. Must be naturally hungry to grow and develop knowledge of the mortgage business. Must have or be open to learning the necessary skill set to submit high quality files, supported by appropriate documentation and backed with realistic expectations.

Responsibilities:

• Setting appointments and/or organizing business related gatherings
• Support & collaborate with all of Flat Branch Operations Staff (i.e., Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary).
• Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building strong realtor and client relationships.
• Manage Total Expert and all of its functions (i.e., data entry, campaign facilitation, emails, phone calls, letters and anything else deemed necessary and/or appropriate).
• Create, implement, and manage necessary procedures to maximize team efficiency and provide tools for success (i.e., pipeline progression and workflow)
• Gather, analyze, upload and label all necessary documentation into the Encompass e-folder.
• Timely follow-up of critical documents from clients to facilitate a timely closing.
• Data entry, facilitating credit pulls, running of DU/LP and GUS through our LOS
• Setting appointments and/or organizing business related gatherings
• Enhance relationships with clients and strategic referral partners via marketing documents.
• All other duties as assigned.

Qualifications & Skills:

• A registered and licensed individual with a minimum of 2 years of residential real estate loans.
• Basic knowledge of the mortgage industry, systems, and processes.
• This individual must possess the capacity and foresight to navigate the hurdles that often come along with an array of financing products including FHA, VA, Conventional, and USDA, etc.
• In connection with this, they must possess an adequate amount of knowledge in both state and federal regulations to perform the task with strong compliance integrity.
• Prolonged periods sitting at a desk and working on a computer.
• Some travel throughout the year as needed.

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