Gulf Coast Bank and Trust Company · 5 hours ago
Mortgage - Loan Officer Assistant (New Orleans/Remote)
Maximize your interview chances
Banking
Insider Connection @Gulf Coast Bank and Trust Company
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Receives loan application files from Mortgage Loan Originator (MLO) and ensures proper paperwork is requested and received from the consumer.
Reviews loan applications and files for complete information.
Compiles list of missing documents and updates lists provided by MLO.
Emails missing item lists to borrowers and maintains lists in files for processor reference.
Uploads required documents and requests “set up” on files.
Reviews new online applications and requests missing details when necessary.
Compares tax transcripts to tax returns, confirms flood was quoted if in a flood zone, confirms VOE (if applicable) is fully complete, and verifies employment.
Notifies MLO of anything that does not match, so the MLO can communicate with the applicant.
Orders title work and insurance per internal requirements.
Contacts insurance agent and provides them with all necessary insurance requirements.
Tracks receipt of insurance through reminders in outlook.
Uploads contracts (if purchase or construction loans).
Maintains a follow-through system in outlook to follow up on missing items requested from borrowers and communicates with MLO when needed, depending on days lapsed with no response from borrower.
Creates any additional outlook reminders and continues to monitor missing items through reminders.
Ensures closing requirements are set to be met when notified of clear to close.
Takes lead on follow up documentation needed on closed loans as requested by Shipping Department.
Additional duties as assigned.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
High School Diploma or equivalent education and experience.
Minimum of 2 years mortgage experience.
Ability to work independently, maintain confidentiality, and problem solve.
Excellent customer service, written and oral communication, and follow-through skills.
Outstanding attention to detail.
Knowledge of banking products, delivery channels, various computer software (i.e. MS Office).
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret a document if required to perform the essential job functions.
Prolonged periods of sitting at a desk and working on a computer may be required.
Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions.
Company
Gulf Coast Bank and Trust Company
Welcome to Gulf Coast Bank & Trust Company, one of the largest community banks in Southeast Louisiana.
Funding
Current Stage
Late StageLeadership Team
Recent News
New Orleans CityBusiness
2024-04-25
Company data provided by crunchbase