Licensed Loan Partner- The CORE Region
Job Details
Experienced
CORE Region - McKinney, TX
Full Time
2 Year Degree
Description

POSITION SUMMARY DESCRIPTION

Assist Mortgage Loan Officer in the administration and processing of mortgage loans to ensure efficient loan processing in all phases of the loan transaction.

 

MAJOR AREAS OF RESPONSIBILITIES

1.

Assist Loan Officer with clerical functions

2.

Conduct preliminary research needed on the loan to help determine mortgage eligibility.

3.

Set signing appointments. Provide customer service to clients.

4.

Prepare files for submission to loan processing

5.

Update and mine marketing database for new loans

6.

Any other miscellaneous requirements of the team

 

PRIMARY OBJECTIVES

Assist the Loan Officer on specific tasks to allow the L.O. to be most effective and productive in his/her role.

Pull and analyze research regarding the property, credit, and other aspects of the file.

 

Major Area of Responsibility

Assist Loan Officer with Clerical Functions

Conduct preliminary research needed on the loan to help determine mortgage eligibility

Set signing appointments. Provide customer service to clients.

Prepare files for submission to loan processing

Update and mine marketing database for new loans

Any other miscellaneous requirements of the team

 

Specific Responsibilities Related to Major Area

Make copies of borrower information, filing, and other administrative duties as instructed by the Loan Officer.

Assist in pre-qualifications and pre-approval orders as instructed by the Loan Officer. Pull credit reports and running AUS. Contact borrower for any or additional information required.

Communicate with parties to schedule and set signing appointment.

Data input function including setting up new customer files with application data.

Update the Loan Officer’s database, mail thank-you notes to customers and realtors.

Clerical ad hoc duties, as needed.

Qualifications

JOB REQUIREMENTS

Broad Knowledge & Experience

Administrative assistance, clerical, and customer service knowledge and experience. Mortgage banking industry, familiar with Conventional, FHA, and VA mortgage products. Clear understanding of the current RESPA laws and guidelines.

Above Average Skills

Teamwork and productivity skills. Must possess excellent problem solving and customer service skills.

Demonstrated Ability

P/C computer skills with solid understanding of MS Office and the ability to use the loan origination system.

General Knowledge

Administrative practices and procedures.

 

EDUCATION & EXPERIENCE

Degree or Equivalent

High school diploma or equivalent required. 2-4 year college curriculum preferred.

Years Experience

Minimum one year experience and/or training.

Specialized Training

Knowledge of Encompass Database software and or equivalent along with basic computer skills.

Active Affiliations, Certifications

Originator License

 

COMPETENCIES (x= RELEVANT FOR THIS POSITION)

 

Analytical

x

Design

x

Problem Solving

x

Project Mgmt

x

Technical Skills

x

Teamwork

 

Visionary Leader

x

Change Mgmt

 

Delegation

 

Leadership

 

Cost Consciousness

x

Ethics

x

Organ Support

 

Strategic Thinking

x

Judgment

x

Quantity

x

Safety & Security

x

Adaptability

x

Attendance

x

Dependability

x

Customer Service

x

Interpersonal Skills

x

Oral Comm

x

Written Comm

x

Initiative

 

Managing People

x

Quality Mgmt

x

Business Acumen

 

Diversity

x

Innovation

x

Motivation

x

Planning/Organizing

x

Professionalism

x

Quality

 

 

 

WORK ENVIRONMENT

Physical Demands

Office environment. Daily computer use and close vision. Regular attendance is required.

Work Conditions

Fast paced, high volume activities.

Temperament

In order to succeed in this position, attention to detail in a fast paced environment with excellent customer service skills is a must.

 

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