Top 1 Loan transaction assistant Jobs in Ventura, Ca

Loan Transaction Assistant
My Way Home —Oxnard, CA
- From $23 an hour
- Weekends as needed
- Background check
- Spanish
- English
- Health insurance
- Dental insurance
Quick Apply
9d

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Loan Transaction Assistant
My Way Home —Oxnard, CA
Answer and direct phone calls. Assist with front desk coverage as needed. Maintain strict confidentiality of client financial information, loan documents, and…
From $23 an hour
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Loan Transaction Assistant

My Way Home
Oxnard, CA

Quick Apply

Job Details

Full-time
From $23 an hour
9 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance

Qualifications

Spanish
English

Full Job Description

POSITION SUMMARY

Are you passionate about making a positive impact in the community while helping individuals and families achieve their dream of homeownership? The Loan Transaction Assistant position may be the right position for you! The primary function of the Loan Transaction Assistant position is to provide administrative and clerical support to ensure the efficient operation of the Mortgage Lending division. The position is best suited for an independent worker who excels in customer service and values working in a fast-paced environment. The Loan Transaction Assistant reports to the Deputy Director. This role provides administrative support only and does not include lending, underwriting, or approval authority.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform this job successfully, an individual must be able to perform the following satisfactorily onsite:

Conduct pre-screening of prospective clients and introduces My Way Home's mortgage lending services and products
Schedule, confirm, and manage client appointments
Work with Mortgage Loan Specialists and Loan Processors to ensure efficient loan processing including but not limited to gathering and preparing all documents needed to satisfy underwriting requirements, sending out verification request, validating documents for data integrity based on automated underwriting recommendation, keeping interested parties advised as to the status of the loan applications and other tasks as assigned
Coordinate the request of additional information required from the client
Answer and direct phone calls
Take and distribute messages
Handle inquiries for the Lending division
Check and distribute documents and correspondence
Maintain physical and electronic filing systems
Photocopy, scan and fax documents
Prepare and send outgoing mailings and packages
Become familiar with loan origination software programs and client management programs (Calyx Point, Mortgage Office, Top of Mind and various investor portals) and update and maintain these databases
Become familiar with all loan products, including but not limited to down payment assistance programs, government programs, conventional products, etc.
Assist with front desk coverage as needed
Represent My Way Home at community events, occasionally

DESIRED QUALIFICATIONS

2 years of administrative, sales or customer service experience required. Experience in the mortgage industry is preferred.
Bilingual English/Spanish required
Maintain strict confidentiality of client financial information, loan documents, and all sensitive data in accordance with federal and state privacy requirements
Friendly and personable with a strong desire to help others
Punctual and dependable
A team player with a positive attitude and willingness to learn
Ability to prioritize and meet deadlines
Strong organizational skills and attention to detail
Excellent time management skills and the ability to work unsupervised
Solid social and communication skills
Intermediate or advanced knowledge of office equipment, including PCs, printer/fax and Microsoft Suite
Ability to quickly learn new client management systems and online platforms
Demonstrate a genuine interest and enthusiasm for My Way Home's mission
Flexible to accept new assignments as the need arises
The standard work schedule is Monday through Friday, 9:00am to 6:00pm. Occasional evening or weekend hours may be required based on business needs or special events.

PHYSICAL REQUIREMENTS:

Ability to sit for extended periods
Ability to lift up to 20 pounds occasionally
Ability to operate standard office equipment
Ability to work in a fast‑paced office environment.

This job announcement is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

My Way Home will provide reasonable accommodations when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. My Way Home is an Equal Opportunity Employer. This position is at‑will, meaning either the employee or My Way Home may terminate employment at any time, with or without cause or notice.

Job Type: Full-time

Pay: From $23.00 per hour

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

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loan transaction assistant jobs in ventura, ca

Loan Transaction Assistant

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