обновлено 3 дня назад
Loan Officer Assistant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Loan Officer Assistant (Fintech): Providing operational and clerical support to mortgage loan officers to increase production levels with an accent on loan application review and disclosure management. Focus on coordinating between customers, officers, and processors to ensure timely loan closings.
Location: Remote (USA)
Company
is a leading distributed retail mortgage lender operating across all 50 states, D.C., and Puerto Rico.
What you will do
- Review mortgage loan applications, documentation, and disclosure packages.
- Create and deliver rate disclosure and re-disclosure packages to borrowers.
- Identify deficiencies in loan files and notify loan officers or processors to prevent processing delays.
- Manage a diverse pipeline consisting of conventional, FHA, VA, and USDA loans.
- Coordinate with Title Companies and customers to schedule and facilitate timely loan closings.
- Provide general clerical and phone support, including tracking outstanding documentation from customers.
Requirements
- High School Diploma, GED, or equivalent.
- Minimum of 1 year of mortgage-related experience, including customer contact.
- Must be based in the USA.
- Proficiency with Microsoft Office applications.
- Excellent communication, prioritization, and time management skills.
Nice to have
- Previous sales support experience.
- Experience working with Salesforce.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance.
- 401K retirement plan.
- Company-provided short-term disability and wellness program.
- Employee assistance program.
- Entrepreneurial culture focused on employee engagement and professional growth.
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