Loan Officer Assistant
About the position
The Loan Officer Assistant at United Trust Bank plays a crucial role in supporting mortgage loan officers to enhance loan production levels. This position involves direct interaction with customers, loan officers, and processors to ensure a seamless customer experience and timely loan closings. The role is based in Perkasie, PA, and is not remote, requiring full-time commitment with a pay range of $20 to $25 per hour plus bonuses.
Responsibilities
Ā Assist in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, and emailing documents.
,
Ā Review mortgage loan disclosure packages and deliver them to the borrower.
,
Ā Create rate disclosure and re-disclosure packages and deliver them to the borrower.
,
Ā Review documents and entire loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer or loan processor.
,
Ā Clarify and correct information and obtain additional information as necessary via phone or email.
,
Ā Provide general clerical and phone support to loan officers and/or loan processors as needed.
,
Ā Work with management to provide support in various stages and areas of lending and processing as needed.
,
Ā Assist in managing a pipeline consisting of conventional FHA, VA, USDA, and NonQM loans.
,
Ā Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
Requirements
Ā Ability to deliver polite, educated, and professional customer service over the phone and in person.
,
Ā Ability to handle a variety of administrative tasks; knowledge of general banking regulations and procedures.
,
Ā Strong/advanced computer abilities, including Microsoft Word, Microsoft Excel, and Microsoft Outlook, as well as internet navigation, social media, and CRM systems.
,
Ā Ability to take on responsibility, show initiative, use sound judgment, and make and act on decisions.
,
Ā Knowledge of lending terminology and the ability to speak with borrowers regarding lending requirements.
,
Ā Prior experience with client relationships and the ability to cultivate new relationships.
,
Ā Excellent communication (verbal and written) and customer service skills.
,
Ā Encompass experience is a plus.
,
Ā Prefer 2 years' experience as a licensed Loan Officer or high volume processor.
,
Ā High school diploma.
Nice-to-haves
Ā Experience in mortgage servicing.
Benefits
Ā 401(k)
,
Ā 401(k) matching
,
Ā Dental insurance
,
Ā Employee assistance program
,
Ā Employee discount
,
Ā Health insurance
,
Ā Health savings account
,
Ā Life insurance
,
Ā Paid time off
,
Ā Referral program
,
Ā Vision insurance
,
Ā Wellness program
,
Ā Bonus opportunities
Apply Now
The Loan Officer Assistant at United Trust Bank plays a crucial role in supporting mortgage loan officers to enhance loan production levels. This position involves direct interaction with customers, loan officers, and processors to ensure a seamless customer experience and timely loan closings. The role is based in Perkasie, PA, and is not remote, requiring full-time commitment with a pay range of $20 to $25 per hour plus bonuses.
Responsibilities
Ā Assist in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, and emailing documents.
,
Ā Review mortgage loan disclosure packages and deliver them to the borrower.
,
Ā Create rate disclosure and re-disclosure packages and deliver them to the borrower.
,
Ā Review documents and entire loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer or loan processor.
,
Ā Clarify and correct information and obtain additional information as necessary via phone or email.
,
Ā Provide general clerical and phone support to loan officers and/or loan processors as needed.
,
Ā Work with management to provide support in various stages and areas of lending and processing as needed.
,
Ā Assist in managing a pipeline consisting of conventional FHA, VA, USDA, and NonQM loans.
,
Ā Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
Requirements
Ā Ability to deliver polite, educated, and professional customer service over the phone and in person.
,
Ā Ability to handle a variety of administrative tasks; knowledge of general banking regulations and procedures.
,
Ā Strong/advanced computer abilities, including Microsoft Word, Microsoft Excel, and Microsoft Outlook, as well as internet navigation, social media, and CRM systems.
,
Ā Ability to take on responsibility, show initiative, use sound judgment, and make and act on decisions.
,
Ā Knowledge of lending terminology and the ability to speak with borrowers regarding lending requirements.
,
Ā Prior experience with client relationships and the ability to cultivate new relationships.
,
Ā Excellent communication (verbal and written) and customer service skills.
,
Ā Encompass experience is a plus.
,
Ā Prefer 2 years' experience as a licensed Loan Officer or high volume processor.
,
Ā High school diploma.
Nice-to-haves
Ā Experience in mortgage servicing.
Benefits
Ā 401(k)
,
Ā 401(k) matching
,
Ā Dental insurance
,
Ā Employee assistance program
,
Ā Employee discount
,
Ā Health insurance
,
Ā Health savings account
,
Ā Life insurance
,
Ā Paid time off
,
Ā Referral program
,
Ā Vision insurance
,
Ā Wellness program
,
Ā Bonus opportunities
Apply Now