[Remote] Loan Officer Assistant

Note: The job is a remote job and is open to candidates in USA. Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The Loan Officer Assistant will be a crucial point of contact for clients, ensuring a smooth and efficient process from the initial application through to loan qualification, while also providing organizational support to the team.ResponsibilitiesConduct initial calls with new clients to review their goals and explain our processHandle basic client questions and provide support throughout the process, including guiding them through application instructionsScrub and review client applications, follow up on necessary documents, and meticulously organize and save all borrower filesAssess if a borrower qualifies for a loan or if they require a co-mortgagorComplete a pre-approval letter (PAL) on the same day as the application is received, when necessaryCoordinate with real estate agents and buyers, scheduling calls for senior team members as neededTrack and manage leads, providing status reports to the teamProactively follow up with leads via phone and email, and handle other administrative duties to keep the team organized and efficientSkillsExceptional verbal and written communication skills are essential for interacting with clients and real estate agentsYou must be highly organized, detail-oriented, and capable of managing multiple tasks and deadlinesA flexible and proactive team player who is self-motivated and enjoys working behind the scenes to help others succeedThe ability to maintain strict confidentiality with all client personal and financial informationTech-savvy and eager to learn new systems. Must be comfortable with a deadline-driven environment and able to remain calm under pressurePrevious experience in the mortgage or real estate industry is a plus, but not requiredBenefitsEligibility to participate in a company-sponsored 401(k)Vacation benefitsEligibility for medical, dental, vision, and prescription drug benefitsFlexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)Life insurance and death benefitsCritical care insurancePersonal accidental insuranceCommuter benefitsPet insuranceCertain time off and leave of absence benefitsWell-being benefits (e.g., employee assistance program)Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)Company OverviewRate is a mortgage company that provides mortgage-related services and solutions. It was founded in 2000, and is headquartered in Chicago, Illinois, USA, with a workforce of 5001-10000 employees. Its website is https://www.rate.com.



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