Licensed Loan Officer Assistant
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Licensed Loan Officer Assistant: Supporting mortgage loan officers with application/document review, disclosure delivery, and coordination to facilitate timely loan closings with an accent on preventing file deficiencies, managing loan pipelines across conventional/FHA/VA/USDA (plus 203K and reverse mortgages), and tracking outstanding items. Focus on customer-facing communication, accurate document handling, and scheduling closings with the Title Company and borrowers.
Location: Remote position in Boston, Massachusetts
Company
is a distributed retail mortgage lender operating across the U.S. with 700+ branches and servicing loans nationwide.
What you will do
- Review mortgage loan applications and documentation (phone/computer work, printing, copying, scanning, emailing, and overnighting documents).
- Review and deliver mortgage loan disclosure packages; create and deliver rate disclosure and re-disclosure packages.
- Audit loan files to prevent issues by highlighting deficiencies and notifying the loan officer and/or loan processor.
- Clarify/correct information and obtain additional details via phone and email; provide clerical and phone support as needed.
- Support loan pipelines for conventional, FHA, VA, and USDA loans, including 203K and reverse mortgage products.
- Deliver appraisals/property valuations, track outstanding items, follow up with customers, and coordinate timely closings with the Title Company and borrowers.
Requirements
- High School Diploma, GED, or equivalent.
- Minimum 2 years of mortgage-related experience, including customer contact.
- Excellent communication and customer service skills.
- Strong prioritization and time management skills.
- Proficiency with Microsoft Office applications.
Nice to have
- Previous sales support experience.
- Salesforce experience.
Culture & Benefits
- Medical, dental, and vision coverage, plus 401(k).
- Company-provided short-term disability, employee assistance program, and wellness program.
- Remote role based in Boston, Massachusetts.
- Supportive, transparent culture with opportunities to grow.
Hiring process
- Submit an application through the company careers site.
- Interviews and evaluation based on mortgage experience and customer-facing communication skills.
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