Loan Officer Assistant
Loan Specialist / Pre-Approval Specialist A Pre-Approval Specialist works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process. A Pre-Approval Specialist I will work closely with borrowers, Realtors, Set Up Specialists, Processing, and their Loan Officer. A LICENSE IS REQUIRED within 90 days . Bonus/commission opportunities once licensed. Training and studying will be provided for license during work hours. Expectations: · Attend Daily Sales Meetings-- 9:00 AM · Attend Pipeline Meetings · Manage your lead tracker and clear all daily tasks in Salesforce CRM · Provide assistance to their Loan Officer and Processing team. · Provide support on loan qualification scenarios and interpreting guidelines. · Maintain a working knowledge of each conventional and government loan program, and the applicable guidelines. · Make initial contact with borrowers and reply to/follow up with borrowers and agents in a timely manner, by phone or email · Tuesday Verbal Updates & Friday Email updates to all parties · Guide borrowers through the loan application process. · Update Encompass with validated information. · Provide accurate information to all parties in the transaction. · Request and review and upload all required upfront documents and notes to mortgage software (Encompass) and CRM (Salesforce) · Make credit decisions and issue preapprovals or game plans once supporting documents are received. · Request initial rate locks. (when licensed) · Request Disclosures. (when licensed) · Follow up on upfront documents, making sure disclosures are acknowledged and signed. · Complete accurate and detailed file notes for the Processing team. · Attend all team meetings & trainings with up-to-date notes on all files in your pipeline. · Review, manage, and prioritize the pipeline based on closing date and lock expiration. Job Type: Full-time Pay: $35,000.00 - $44,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule: 8 hour shift Monday to Friday Work Location: In person Apply Job!