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

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