Mortgage Loan Assistant

Preferred Rate • Boca Raton, FL, US

Posted 20 hours ago

Description

We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating, nurturing relationships, and developing new business. You will collect, analyze, and review supporting loan documentation in accordance with loan needs and provide support throughout the loan pre-approval process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Responsibilities

Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items
Assist with administrative duties such as making and screening calls, booking appointments, etc.
Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer

Qualifications

Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
Although not required, having an NMLS license or training is preferred
Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
Preferably 2-3 years of administrative support in a professional office or mortgage environment
Preferred degree in banking or finance, and a high school diploma or equivalent is required

Compensation

$50,000 +

About Preferred Rate

99% of Mortgage Branches leave their loan officers to figure it out. Our office allows you to build your brand with the benefit of in-house coaching, guidance, and support to help you to reach new levels that you did not know you could.

Preferred Rate is a direct lender focused on supporting our loan originators. We provide a full array of products and support to make sure our loan officers can focus on building relationships and originating.

We offer both in-office and remote options for loan originators. Loan originators receive full support through sales coaching, a documents specialist who follows up on all needed documents for applications taken, in-house processing, and a strong originating environment.

If you are looking to have your business elevated, this is the place to be.