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Morgan Financial · 2 months ago

Mortgage Loan Officer Assistant

Melbourne, FL

Full-time

Onsite

Entry Level

1+ years exp

Morgan Financial is a growing, customer-centric Mortgage Banker located in Rockledge, FL. They are seeking a Mortgage Loan Officer Assistant to support loan officers by managing pre-closing activities, gathering borrower documents, and providing remarkable customer service.

FinanceFinancial ServicesMortgageReal Estate

Responsibilities

Calling prospective leads and getting them scheduled to speak with the loan officer

Gathering borrower documents for mortgage applications for VA, conventional and jumbo mortgages

Preparing packages for loan approval and closing

Verifying accuracy of documentation received (I.E. applications, credit, appraisals, title, insurance, etc.)

Ensure accuracy to data input into systems

Manage pre-closing activities/checklists while simultaneously analyzing new originations

Provide remarkable customer service

Answering phone / Taking messages

Setting calendar / Scheduling appointments

Answering customer questions

Scanning / Copying

Maintaining (and/or Obtaining) a Mortgage Loan Originator License (not required to have before you start)

Qualification

Mortgage industry knowledgeCustomer serviceEncompass LOS familiarityNMLS Mortgage Loan Originator LicenseMulti-taskingCommunication skillsDetail-orientedTeamworkProblem solving