Guild Mortgage
Loan Officer Assistant
- Compensation
- Not disclosed
- Location
- Olive Branch, Mississippi, United States
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Contract
- Experience
- Not specified
- Category
- Finance
- Posted
Skills
Must have
- High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
- Active MLO licensing required.
- Ability to manage multiple priorities; strong detail orientation and highly organized.
- Works with a strong sense of urgency and responsiveness.
- Passionate about delivering excellence in customer service.
- Demonstrated patience and professionalism when interacting with both internal and external customers.
- Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
- Strong verbal and written communication skills. Basic math skills.
- Ethical, with a commitment to company values.
- Physical: Work is primarily sedentary; mobility in an office setting.
- Manual Dexterity: Frequent use of computer keyboard and mouse.
- Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpre
- Environmental: Office environment – no substantial exposure to adverse environmental conditions.
Full description
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties.
Essential Functions
Lead to Contract duties:
- Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer.
- Assist originator in appointment setting with prospective and new applicants.
- Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
- Set and confirm appointments for originator and manage calendar.
- Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
- Assist the originator with obtaining an accurate and thorough 1003.
- Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
- Run credit on loans assigned to an originator
- Run AUS findings and prepare the Initial Fee Worksheet.
- Pull and prep web applications and other duties, including updating credit reports and AUS findings.
- Request status updates from pre-approved clients and referral sources (weekly TBD calls).
- Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
- Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
- Manage monthly compliance-approved email marketing to realtors.
Contract to Close duties:
- Monitor key dates related to loan transactions and respond accordingly.
- Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
- Manage assigned originator's database; tracking active loan(s) and entering data as needed.