BankSouth Mortgage · 2 months ago
LOA (Loan Officer Assistant) II @ Lake Oconee
Greensboro, GA, USA
Full-time
Onsite
Entry, Mid Level
2+ years expBankSouth Mortgage is currently seeking a dedicated and detail-oriented Mortgage Loan Officer Assistant II to join our team in Greensboro, GA. This role involves supporting a high-volume loan production pipeline and working closely with experienced loan officers to ensure a smooth, efficient, and compliant loan process from start to finish.
Financial Services
Responsibilities
Support a combined annual pipeline of over $35 million in production with approximately 96 units
Assist with preparation and set-up of loan documentation packages
Review information provided by applicant and loan officer, adjust as necessary with additional information provided
Communicate needs list to borrowers via email and phone conversation as directed by the Loan officer
Review to include program requirements specific to the application
Update data to ensure accuracy within income, liabilities, program specifics, and software required fields
Request initial disclosures be sent as dictated by Team workflow
Verify initial disclosures for compliance; resend any missing or unsigned disclosures
Verify all documentation is present in each package according to investor guidelines
Follow up on requests for documentation to ensure timely receipt as directed by team workflow
Answer general questions/inquiries from loan applicants
Consistently maintain our reputation for 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
Responsible for learning, understanding, and practicing required fraud prevention practice, TRID, 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
Qualification
Required
Attention to detail
Ability to work efficiently and accurately under pressure
Excellent communication and customer service skills enabling successful contact with clients to obtain missing information or answer queries
Ability to follow through and accomplish tasks with limited supervision
Ability to multitask and prioritize workload
Commitment to staying informed regarding new products and features
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 two (2) year mortgage industry experience
3-5 years of strong clerical experience
Preferred
2-year degree preferred
Company
BankSouth Mortgage
At BankSouth Mortgage, we make the mortgage process feel simple, fast, and personal.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kim Nelson
CEO, BankSouth Mortgage
David Holmes
COO/EVP
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