Loan Officer Asst/Loan Partner

Description
  
SUMMARY
Assists mortgage loan officer(s) and their clients with lead and borrower communication and coordination, documents collection and signatures, including ordering titles, uploading files, monitoring file progress, and scheduling next steps and updates to all parties. Position is responsible for building and maintaining mortgage loan client relationships through the delivery of outstanding customer service and attention to detail. Additionally, helps Loan Officer with various tasks as needed to improve efficiency and grow client base and market share. 

ESSENTIAL DUTIES & RESPSONSIBILITES
Success in this role relies on time management skills, organization, willingness to learn and a positive attitude
Serve as the primary contact and liaison between clients and mortgage banker; answer and screen incoming phone calls, scheduling appointments and providing administrative support as needed
Follow up and respond to customer and in-house inquiries on transactions to provide superior customer service 
Maintain close contact with real estate brokers and agents, underwriters, customers, and prospects 
Keep all systems updated accurately, timely and with effective notes for other teammates, identifying needed or outstanding action items
Order appraisals, credit reports, background checks, titles, reference checks and other information as needed
Review all loan package documentation for discrepancies, omissions, and income calculation and report any discrepancies to the loan originator
Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork; obtain required signatures on documentation; review documents for accuracy; coordinate follow-up items as needed
Monitor loan file for status and follows-up to prevent expiration dates
Distribute market data and general loan information to the real estate community as directed
Other duties as assigned

EEO:  M/F/Disability/Vets
Requirements
MINIMUM EDUCATION, EXPERIENCE & SKILLS
High school diploma or equivalent
One to two years of experience in sales support role 
Critical thinking skills to review options/scenarios to best serve clients
Demonstrated organizational, managerial and interpersonal skills
Demonstrated professionalism and excellence in oral and written communication skills
Ability to multi-task and perform in demanding situations and excel in a structured environment
Demonstrated ability to plan and accomplish goals and meet deadlines
Familiarity with basic office equipment 
Knowledge and use of Microsoft Office Suites, including Word, Excel, Outlook and PowerPoint 
Maintaining a quiet, distraction free environment if working remote is required