Job Description

Loan Officer Assistant (Broker) Join our dynamic team as a Loan Officer Assistant, where you will play a vital role in supporting the loan origination and processing functions within our financial services department. This energetic position offers an exciting opportunity to collaborate with loan officers, assist clients, and ensure smooth loan transactions. Your proactive approach and attention to detail will help facilitate efficient mortgage and loan processes, ensuring compliance with industry regulations such as TILA (Truth in Lending Act) and Fair Housing laws. If you thrive in a fast-paced environment and are passionate about delivering exceptional customer service, this role is perfect for you! This role offers an engaging environment where your expertise in loan processing, credit analysis, and customer service will directly impact clients’ homeownership journeys. We are committed to fostering a supportive workplace that values your growth while providing opportunities to develop your skills in a thriving financial services setting. Responsibilities: • Assist loan officers with the preparation, review, and processing of loan applications and documentation • Conduct credit analysis and basic math calculations to support underwriting decisions • Manage loan files using financial software such as Quicken or other banking systems, ensuring accuracy and completeness • Coordinate with clients to gather necessary financial documents, including income verification, escrow details, and contracts • Support loan servicing activities by monitoring loan status updates and ensuring compliance with FNMA (Fannie Mae) guidelines • Facilitate communication between borrowers, escrow companies, and underwriters to streamline the loan process • Maintain detailed records of all transactions, including TILA disclosures and contracts, adhering to regulatory standards Qualifications: Skills • Proven experience in financial sales and customer service within the mortgage or banking industry • Strong negotiation skills to effectively assist clients and support sales initiatives • Familiarity with FNMA guidelines, mortgage servicing, underwriting procedures, and escrow processes • Proficiency in financial software such as Quicken, accounting software, and other banking tools • Knowledge of TILA regulations, fair housing laws, and mortgage contracts to ensure compliance • Ability to perform basic math calculations accurately using 10-key typing skills and math fundamentals Compensation: $22 hourly

• Assist loan officers with the preparation, review, and processing of loan applications and documentation • Conduct credit analysis and basic math calculations to support underwriting decisions • Manage loan files using financial software such as Quicken or other banking systems, ensuring accuracy and completeness • Coordinate with clients to gather necessary financial documents, including income verification, escrow details, and contracts • Support loan servicing activities by monitoring loan status updates and ensuring compliance with FNMA (Fannie Mae) guidelines • Facilitate communication between borrowers, escrow companies, and underwriters to streamline the loan process • Maintain detailed records of all transactions, including TILA disclosures and contracts, adhering to regulatory standards

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