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Loan Officer Assistant

Guild Mortgage Company, closing loans and opening doors since 1960.

As a mortgage banking firm we are dedicated to serving the home owner/buyer.

Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission.

This role may perform the Lead to Contract and/or Contract to Close duties.

Essential Functions

Lead to Contract duties:


* Assist originator in appointment setting with prospective and new applicants.


* Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.


* Set and confirm appointments for originator and manage calendar.


* Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.).

Send new clients online pre-qualification link on behalf of originator.


* Assist the originator with obtaining an accurate and thorough 1003.


* Analyze customer’s credit and financial scenario and determining appropriate loan product(s).


* Run credit on loans assigned to an originator


* Run AUS findings and prepare the Initial Fee Worksheet.


* Pull and prep web applications and other duties; including updating credit reports and AUS findings.


* Request status updates from pre-approved clients and referral sources (weekly TBD calls).


* Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.


* Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.


* Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:


* Monitor key dates related to loan transactions and respond accordingly.


* Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.


* Manage assigned originator's database; tracking active loan(s) and entering data as needed.


* Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.


* Provide support in the collection and preparation of submitting loan application with supporting documentation to processing.


* Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.


* Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).


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