Overview
Join our dynamic team as a Loan Officer Assistant, where you will play a vital role in supporting the loan origination process within a fast-paced financial services environment. This position offers an exciting opportunity to collaborate closely with loan officers, ensuring smooth and compliant mortgage and lending transactions. Your energy and attention to detail will help streamline client experiences, maintain regulatory standards, and contribute to the overall success of our lending operations. We are committed to fostering a supportive workplace that values professional growth and industry expertise.
Responsibilities
- Process commercial and consumer loans
- Work with applicants to gather appropriate documentation
- Generate early disclosures
- Order valuations, real estate appraisals, credit reports, title work, insurance and any other items needed for the file
- Manage and be proficient with bank’s appraisal management system
- Submit completed files to processing
- Assist loan officer to satisfy approval conditions
- Organize loan documents for closing, communicate with title companies, insurance agents, and appraisers as needed throughout the loan process
- Assist and communicate with borrowers through the loan process
- Ensure file is compliant with loan policy and regulations
- Other miscellaneous clerical and administrative duties, as needed
- Know, adhere and administer all other compliance-related procedures and processes relevant to banking functions; e.g. BSA/AML, GLBA, IT Security, etc.
Skills
Communication: Must be able to communicate orally and in writing with a high degree of professionalism. Must have the ability to work as a member of a team to achieve the department’s desired outcomes.
Excellence: Must have an attention to detail which results in a high level of accuracy and work performance. Must be a self-starter who is goal oriented, has a high degree of organization skills, the ability to handle stressful situations with courtesy and handle multiple tasks and frequent interruptions.
Proactive & Proven work ethic: Demonstrate ability to maintain personal productivity and to take initiative in a range of administrative and operational tasks and projects. Be a part of an effective, customer-service oriented team.
Education & Experience
- Minimum 2 years administrative experience
- Computer proficiency; including but not limited to Word, Excel, Outlook and the ability to learn LaserPro (loan origination software), is required.
Pay: $18.00 - $25.50 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Work Location: In person
