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On Q Home Loans · 1 month ago

Loan Officer Sales Assistant (Mortgage)

Greenville-Spartanburg-Anderson, South Carolina Area

Full-time

Hybrid

Entry, Mid Level

$45K/yr - $45K/yr

2+ years exp

On Q Home Loans is a company focused on providing a fast and seamless mortgage experience. The Loan Officer Sales Assistant will provide administrative, marketing, and sales support to designated Loan Officers, ensuring efficient communication and documentation throughout the loan process.

Financial ServicesLendingMortgage

Hiring Manager

Tim McGraw

Responsibilities

Assists in obtaining necessary documentation from borrowers and reviewing for completeness and accuracy

Answers customer inquiries and interfaces with Mortgage Consultant (MC’s)

Completes data inquiry and enters into Encompass

Assists in providing independent assessment of credit risk by examining individual credit/loan application for adherence to guidelines, policies and procedures determined by investor

Assists with pipeline management reviews with Processors and MC’s; monitors rate expirations; follows up with appraisal and title orders

Keeps MC’s updated on status and identifies issues needing MC’s attention

Assists with Client Database management

Prepares and distributes sales/marketing materials to referral sources and clients

Understands and adheres to federal regulations, including Reg B, Reg C, Reg X and Reg Z

Prepares file for submission to Processing

Reviews Doc Order Request for accuracy and approval

May review pre-audit for accuracy

Follows file from start to successful close of escrow

Other duties as assigned

Qualification

Mortgage process knowledgeCustomer service skillsEncompass proficiencyMicrosoft Office proficiencyTime management skillsAnalyze financial documentsLoan Originator licenseEffective communication

Required

Minimum 2 years' experience in financial or mortgage banking sales work environment

Excellent customer service skills, with the ability to respond professionally to inquiries and complaints from internal and external customers

Knowledge of mortgage process, guidelines, regulations and automated underwriting systems

Effective written and verbal communication skills

Computer proficiency using Microsoft Office suite of products

Strong time management skills, including ability to accurately prioritize and handle multiple tasks simultaneously

Ability to read, analyze and interpret financial documents; ability to manually calculate figures and amounts such as payments, interest, discounts, upfront MI, funding fee, MI

Loan Originator license in state(s) where position assists with origination of mortgage loans, or ability and willingness to obtain appropriate license(s) within first 60 to 90 days of hire into position (depending on state's processing time)