General Job Description
This team is essential to providing operational support to Equity Smart’s loan officers. This team works to ensure that Equity Smart provides quality service and a great customer experience to the borrower, loan officer, and all third parties involved in the loan process so Equity Smart continues to be their broker of choice.
The Loan Officer Assistant role provides support to borrowers and the mortgage operations team which includes communication and coordination with the borrower and assisting in ordering and collecting third party documentation necessary for the mortgage loan process. Importantly, the Loan Processor works in a team environment and will work alongside other processors to ensure that each file is processed timely and with attention to quality service, teamwork, and efficiency.
Represent the organization well by providing exceptional customer service and effective communication, both in writing and orally, to both internal and external stakeholders
Review the mortgage application received and verify the information provided
Verify the accuracy of disclosures and ensure compliance with regulatory requirements
Provide disclosures and re-disclosures in a timely manner ensuring accuracy and compliance.
Monitor initial and re-disclosure status and reporting importing into the file through the LOS system
Perform third party vendor requests, including but not limited to, requesting IRS transcripts, credit supplements, written verifications of employment, flood certifications, title work requests, VOEs, VOIs, and ordering property appraisals
Set up loan files with initial documents organized in our LOS before giving the file to a Sr. Loan Processor for further evaluation
Communicate status updates to internal and external parties as needed
Ensure daily, weekly, and monthly internally specified requirements surrounding ordering, retrieval, document review, and system updates are made timely and accurately
Meet deadlines and quality standards
Develop effective professional partnerships with all colleagues
Work closely with loan processors to ensure successful transactions and resolve issues as needed.
Perform other duties as assigned
Qualifications
(Preferred) 1-2 years in mortgage industry
Ability to work well under pressure and maintain a positive working relationship with colleagues
Ability to multi-task and monitor daily workflow
Excellent follow up, organization, problem solving, and analytical skills
Good verbal and written skills
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