The Loan Officer Assistant is responsible for managing the loan officers’ schedules and assists the Loan Processor. The Loan Officer Assistant also manages the branch lead tracker, branch database, and maintains business rapport. Job Responsibilities include scheduling all loan officer appointments, including new leads and additional appointments for the Branch Manager; taking all incoming calls; assisting Loan Partner II with clerical tasks such as copying and faxing documents; scheduling regular weekly face-to-face meetings based on branch metrics and operations; meeting branch objectives specific to pre-qualifications and pre-approvals; attending branch events to assist Loan Officer in building clientele; completing and maintaining branch-assigned checklists, files, analysis within allotted branch deadlines; and being available to work varying hours and overtime if needed. Qualifications and Skills required are High School Diploma or equivalent; minimum 3 years’ residential mortgage processing experience; Encompass experience required; experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred; excellent math and analytical skills; excellent communication skills; excellent prioritization and time management skills; proficient in DU, LP, Microsoft Outlook & Windows. The job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. It is not an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
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