Home Lending Loan Officer Assistant- Mill Creek
Job Details
Experienced
Mill Creek Branch - Mill Creek, WA
Full Time
High School
Day
Banking
Description

SUMMARY:

Provides administrative and customer service support to the mortgage loan officer in a high-production environment. Performs clerical duties, including verifying, compiling and completing mortgage loan application information and database management.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Provides clerical support to assist the loan officer in meeting sales goals.

  • Processes mortgage loan documentation.

  • Inputs loan application data into the Loan Operating System.

  • Manages pipeline and closed loan reports to ensure efficient file flow and processing.

  • Prices and locks loans per loan officer requests.

  • Pulls credit reports and pre-qualifies clients per loan officer requests.

  • Scans client documentation into processing software.

  • Maintains and updates client databases.

  • Stays current on loan programs, processes, and procedures related to mortgage originations.

  • Performs clerical duties, such as filing, photocopying, collating, and scanning.

  • Maintains marketing materials for loan officers including client newsletters/flyers.

  • Facilitates and maintains communication between loan officers, clients, real estate agents, branch staff, insurance agents, closing agents, and outside vendors.

Qualifications

EDUCATION and/or EXPERIENCE:

  • High School Diploma or GED required.

  • One-two years of previous mortgage banking experience preferred.

  • Strong customer service and interpersonal skills.

  • Excellent written and verbal communication skills.

  • Must demonstrate a high level of organization, attention to detail, and thoroughness.

  • Knowledge of mortgage banking procedures including an understanding of loan processing.

  • Computer skills in MS Office Suite, spreadsheets, and database lending software.

  • Must be able to handle pressure situations and meet deadlines.

 

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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.  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The employee will operate in a general office environment, using office equipment such as a phone and a computer.The employee must be able to bend and squat occasionally when accessing safety deposit boxes or storage.

  • The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment.The employee must be able and willing and able to interact frequently with the general public.

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