This position is located in our Downey Branch and is an In-person position.
Monday - Friday 9am-6pm with flexibility and occasional Saturdays
Primary Job:
Provides direct support to the Loan Officer by performing all aspects of loan file set up, providing industry leading customer service to client base, communicating current loan status to all interested parties and other administrative and clerical duties as assigned.
Essential Duties and Responsibilities:
Answer phones, assist clients
Use of data entry on computers using Encompass, MS Outlook, Excel and Word
Loan file set up: order 4506-T, order Social Security verification, order VOEs, pull LDP/GSA, pull MERs info, pull USPS verification, verify approved status of title/escrow, pull FHA case number if applicable.
Loan pricing
Requesting disclosures
Sort loan related documents into appropriate fields in Encompass
Documentation follow up and tracking (contacting borrowers, title companies, real estate offices, appraisers, lenders, etc.
)
Assist Loan Officers with any other aspect of the loan closing as directed
Qualifications/Requirements:
Minimum 1-2 years mortgage experience
Licensed to originate
Bilingual Spanish
Strong interpersonal and customer service skills required.
Basic knowledge of loan programs
Ability to credit qualify borrowers
Ability to work with diverse base of contacts (Loan Officers, clients, agents, lenders, title companies, etc.
)
Detail-oriented individual with strong organizational skills and ability to multi task
Computer skills required for this position include intermediate/advanced MSWord, Excel, Outlook (e-mail) and Encompass mortgage origination software
Ability to work under pressure and meet stringent deadlines on a consistent basis
Previous experience in retail residential mortgage loan originations strongly desired, preferably as a Loan Officer, Loan Officer Assistant or Processor.
Commitment to company values, policies and procedures
Excellent interpersonal communication skills
Other duties as assigned
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