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 Now
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 Now