BankSouth Mortgage ยท 3 months ago
LOA I (Loan Officer Assistant I) @ Hahira
BankSouth Mortgage is currently seeking a dedicated and detail-oriented Mortgage Loan Officer Assistant (LOA) to join our team on-site at our Hahira, GA office. This role plays a vital part in supporting a high-volume loan production pipeline, ensuring a smooth, efficient, and compliant loan process from start to finish.
Financial Services
Responsibilities
Assist with preparation and set-up of loan documentation packages
Verify initial disclosures for compliance; resends any missing or unsigned disclosures
Verify all documentation is present in each package according to investor guidelines
Locate and obtain missing documentation required for loan package (i.e. appraisals, credit reports, VOE/VOM/VOD, etc.)
Follow up on requests for documentation to ensure timely receipt
Answer general questions/inquiries from loan applicants
Consistently maintaining our reputation for excellent products and superior customer satisfaction
Assist Loan Officer with various business development tasks; including, but not limited to, marketing functions (printing of flyers/ordering supplies), maintaining a social media presence, assisting with event support and other actions as needed to drive production
Sending client and agent thank you notes
Mailing of loan documents/closing gifts etc. to clients
Responsible for learning, understanding and practicing required fraud prevention practice, BSA and OFAC compliance requirements
Ensure that BankSouth Mortgage adheres to all applicable federal and state regulations
Maintain confidentiality of all customer files & associated information
Assist examiners and auditors by providing required documentation
Correct exceptions to issues found by examiners and auditors
Qualification
Required
Attention to detail
Ability to work efficiently and accurately under pressure
Excellent communication and customer service skills enabling you to successfully contact clients to obtain missing information or answer queries
Ability to follow through and accomplish tasks with limited supervision
Ability to multi-task and prioritize workload
Commitment to staying informed regarding new products and features
Team-player mindset with high level of dedication to raising the bar for the whole team
Computer proficiency including, but not limited to desktop underwriting, word processing, data entry, spreadsheet, database software
Minimum of a high school diploma or GED
Minimum one (1) year mortgage industry experience
Three to five (3-5) years of strong clerical experience
Preferred
2-year degree preferred