A Loan Originator Assistant (LOA) will assist the Loan Originator(s) in managing aspects of the customer pipeline.
Major Responsibilities:
• Manage the client pipeline and maintain the database of current and potential clients, which includes, but is not limited to, entering current and accurate information into our system.
• Assist the Loan Originator in marketing efforts and lead generation.
• Request client referrals.
• Make appointments with, meet with, and work with clients regarding loan application and associated processes.
• Gather loan documentation and ensure all documentation is done properly and moving through the process in a timely manner.
• Facilitate effective communication between all parties involved in the application/filing process.
• Assist Loan Originator in general administrative and clerical duties.
• If currently NLMS licensed: Make outbound calls. Assist Loan Originator in completing and processing loan applications. Stand-in with clients in place of the Loan Originator as requested by the LO.
• Performs other duties as assigned.
• Represent Nations Reliable Lending, LLC in a professional manner by dressing professionally daily while in the office or when attending events.
• Practice Nations Reliable Lending, LLC Core Values: I C.A.R.E. (Integrity and Honesty, Communication, Accountability, Reliability, Empowering).
Knowledge/Skills/Experience/Expectations:
- Must have excellent customer service skills, able to work in a team environment and proficient with computers.
- Basic to Intermediate computer skills in Microsoft Office, including Word, Excel, and Outlook are required.
- Encompass experience preferred.
- Excellent written and oral communication skills.
- Analytical with good attention to detail.
- Good judgment and the ability to work independently.
- Good math skills.
- Ability to multitask, work well under time constraints and within deadlines.
- High School diploma or equivalent.
- Experience in mortgage banking or related industry preferred
