Reverse Loan Officer Assistant

Fairway Independent Mortgage Corporation - Englewood, CO (28 days ago)3.7

Full-timeEstimated: $50,000 - $68,000 a year

EducationSkills

Job Summary:

The Reverse Loan Officer Assistant position provides administrative support to the Branch Manager and Loan Officer(s). Communicates with branch and corporate employees in a timely, efficient, and courteous manner.

Essential Job Functions:

  • Assists Loan Officer in preparing preliminary loan packages for processing by obtaining missing documentation and other information from customers
  • Provides excellent customer service on inbound and outbound sales calls
  • Manages file flow, document receipt tracking, and schedule updates
  • Utilizes information gathered by the Mortgage Loan Originator to prequalify customers
  • Responds to customers’ general questions regarding policy and procedures in the absence of the Loan Officer
  • Works with appraisers to obtain official appraisal
  • Updates customers, real estate agents, and titles companies on the loan’s progress
  • Coordinates and schedules loans closings
  • Maintains the Loan Officers’ customer information in the Customer Relationship Management (CRM)
  • Assists Loan Officers with branch marketing campaigns through mail, email, and internet
  • Maintains relationships through regular communication with referral partners
  • Performs other administrative tasks, such as faxing, emailing, making telephone calls, to support the Loan Officer

Non-Essential Job Functions:

  • Participates in and leads proactive team efforts to achieve departmental and company goals
  • Adopts Fairway values in personal work behaviors, decision making, contributions and interpersonal interactions
  • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
  • Performs other duties as assigned

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  • Required Knowledge and Skills:
  • Solid knowledge and understanding of organizing people, tasks, and activities to yield efficient work flow
  • Solid knowledge and understanding of mortgage servicing best practices
  • Solid knowledge and understanding of customer service and interpersonal best practices
  • Solid knowledge and understanding of CRM and Marketing portals
  • Solid knowledge and understanding of Microsoft Outlook for scheduling

Required Education and Experience:

  • High School diploma or equivalency degree
  • Associate’s Degree or equivalent work experience
  • 1 to 3 years of experience with CRM Marketing
  • 1 to 3 years of Reverse Mortgage experience
  • Demonstrated leadership or management experience
  • Demonstrated experience researching information, problem solving, and making solid business decisions
  • Demonstrated experience reporting, analyzing, interpreting, and critical thinking
  • Demonstrated experience with analytical, critical thinking, problem solving, and making solid business decisions
  • Demonstrated experience producing accurate and detailed work on multiple projects under time pressure
  • Demonstrated experience communicating with all levels of management
  • Demonstrated experience leading by example to foster relationships within the company and department
  • Demonstrated experience effectively managing relationships with internal and external partners
  • Demonstrated experience working in a fast paced and changing environment
  • Demonstrated experience with attention to detail, time management, written and oral communication, multi-tasking, and working in a team atmosphere adhering to tight deadlines
  • Demonstrated experience with MS Office software products
  • Demonstrated experience with high volume data entry

Physical Environment:

  • This position is primarily an in office position
  • Normal office environment

Travel Expectations:

  • Local travel may be required for company or career-related meetings, programs, and/or events.

Job Type: Full-time

Experience:

  • Sales: 1 year (Preferred)
  • Reverse Mortgage: 2 years (Preferred)

Education:

  • High school or equivalent (Preferred)

License:

  • NMLS (Preferred)