Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Provide administrative support such as screening and making calls, booking appointments, etc.
Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
Preferred degree in banking or finance, and a high school diploma or equivalent is required
At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
We are a team of mortgage pros that have over 50 years of combined mortgage experience. Creating raving fans for our Realtor partners and Buyers is #1 in what we do. We are a work hard play hard group and we are focused on developing systems to make our jobs flow easier so we can do more in less time and crush our goals.