Loan Officer Associate (Remote)

Essential Duties and Responsibilities The Loan Officer Associate assists a designated Loan Officer(s) in originating and processing loans. Duties include • Reviewing the initial loan application. • Requesting required documents, including follow up if needed. • Calculating income in order to validate data. • Running AUS and reviewing findings. • Preparing and sending prequalification letters. • Preparing the initial disclosure package. • Reviewing and preparing loan documents for submission to Processing. • Managing the Loan Officer(s) calendar, including follow-up, appointment setting and time blocking as appropriate. • Primary point of contact for phone calls. • Managing the CRM, including follow-ups with warm leads and closed loans. • Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers. • Utilization of designated Sales tools and reporting methods. Education and/or Work Experience Requirements • 2+ years of mortgage experience, including all areas of the loan process, as well as a thorough knowledge of FHA, Conventional, VA and USDA product financing. • High School diploma or equivalent; Bachelor’s degree is a plus • NMLS License required Skills • Strong written and verbal communication skills with the ability to communicate effectively with a diversity of audiences. • Demonstrated problem-solving ability and conflict resolution skills. • Must have attention to detail and customer service focus. • Ability to adhere to established processes and checklists. • Flexibility and adaptability in a fluid and rapidly changing environment. • Self-motivated with the ability to work independently with minimal supervision. • Ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements. • Proficient with MS Office, with a knowledge of industry automation and software. • High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information. • Sales aptitude is a plus. Apply To this Job