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
• Assist in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, and emailing documents.
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• Review mortgage loan disclosure packages and deliver them to the borrower.
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• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
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• Review documents and entire loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer or loan processor.
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• Clarify and correct information and obtain additional information as necessary via phone or email.
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• Provide general clerical and phone support to loan officers and/or loan processors as needed.
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• Work with management to provide support in various stages and areas of lending and processing as needed.
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• Assist in managing a pipeline consisting of conventional FHA, VA, USDA, and NonQM loans.
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• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.

Requirements
• Ability to deliver polite, educated, and professional customer service over the phone and in person.
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• Ability to handle a variety of administrative tasks; knowledge of general banking regulations and procedures.
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• Strong/advanced computer abilities, including Microsoft Word, Microsoft Excel, and Microsoft Outlook, as well as internet navigation, social media, and CRM systems.
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• Ability to take on responsibility, show initiative, use sound judgment, and make and act on decisions.
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• Knowledge of lending terminology and the ability to speak with borrowers regarding lending requirements.
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• Prior experience with client relationships and the ability to cultivate new relationships.
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• Excellent communication (verbal and written) and customer service skills.
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• Encompass experience is a plus.
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• Prefer 2 years' experience as a licensed Loan Officer or high volume processor.
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• High school diploma.

Nice-to-haves
• Experience in mortgage servicing.

Benefits
• 401(k)
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• 401(k) matching
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• Dental insurance
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• Employee assistance program
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• Employee discount
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• Health insurance
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• Health savings account
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• Life insurance
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• Paid time off
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• Referral program
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• Vision insurance
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• Wellness program
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• Bonus opportunities

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