JHH Central Management Services
Loan Officer Assistant - TOM
Job Location
Oak Leaf, TX, United States
Job Description
Loan Officer Assistant
Your number one responsibility
Helping people find their way Home
What you'll be doing
The Primary role of the Loan Officer Assistant is to assist in the initial document collection and submission of the loan to Processing within 5 days of the Application Date
You will be responsible for...
What type of work environment will you be working in
This position operates in a professional office environment, and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax. This position must work well in a team oriented, fast paced setting and can handle interruptions while maintaining productivity and accuracy. If traveling, employee may be exposed to weather conditions.
What we need from you
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to, stand, talk, hear, walk, and use hands and fingers to operate a computer and telephone keyboard, reach for objects, stoop and kneel. Ability to sit at a computer desk for an extended period of time. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Employee may be required to travel to other buildings or to attend onsite and offsite meetings and training sessions.
Location: Oak Leaf, TX, US
Posted Date: 11/25/2024
Your number one responsibility
Helping people find their way Home
What you'll be doing
The Primary role of the Loan Officer Assistant is to assist in the initial document collection and submission of the loan to Processing within 5 days of the Application Date
You will be responsible for...
- Request, gather and analyze required loan documents
- Ensure completion of all loan documents
- Upload and clear task requirements to submit a loan into processing status
- Maintain shared pipeline report with each loan officer
- work with marketing department and help order flyers, business cards, folders for sales agents and realtors
- Call applicants to follow up and obtain all information not provided at loan application
- Input missing loan data to complete application for submission
- Assist with obtaining condo information, Realtor contact information, Attorney fee sheets and insurance binders
- Assist with ordering appraisals and title
- Assist with the structuring of loans and the calculation of income
- Review asset statements, paystubs, tax returns and other documentation provided by borrowers for large deposits, accuracy and to ensure that the documentation is complete
- Attend weekly pipeline meetings
- Assist with guiding clients through the mortgage process ensuring important dates are met
- Track new referrals
- Update and maintain closed loan database monthly
- Participate in ongoing training, continuing education, loan programs, guidelines, sales training, self-improvement
- Makes Decisions that are Customer Focused
- Exhibits Technical or Professional Expertise
- Collaborates and Works well with Teams
- Builds Caring and Effective Relationships
- Drives Results
- Organizes and Plans Effectively
- Exhibits Effective Time Management
- Solves Problems and Analyzes Issues
- Manages and Measures Work
- Displays High Integrity and Honesty
- Basic knowledge of FHA/VA/USDA/CONVENTIONAL guidelines
- Basic mortgage compliance knowledge
- Basic knowledge of processing requirements such as VOE, VOR, COE
- Strong written/verbal communication skills; ability to communicate effectively with confidence and professionalism
- Strong Customer Service Skills
- Proficient Microsoft Office experience
- Basic Lending QB experience.
- High School Diploma / GED
- NMLS License Required
- 1 or more years of Loan Officer Assistant experience required
- 1 or more years of experience in the mortgage industry
What type of work environment will you be working in
This position operates in a professional office environment, and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax. This position must work well in a team oriented, fast paced setting and can handle interruptions while maintaining productivity and accuracy. If traveling, employee may be exposed to weather conditions.
What we need from you
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to, stand, talk, hear, walk, and use hands and fingers to operate a computer and telephone keyboard, reach for objects, stoop and kneel. Ability to sit at a computer desk for an extended period of time. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Employee may be required to travel to other buildings or to attend onsite and offsite meetings and training sessions.
Location: Oak Leaf, TX, US
Posted Date: 11/25/2024
Contact Information
| Contact | Human Resources JHH Central Management Services |
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