Mortgage Loan Officer Assistant jobs in United States
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OriginPoint · 1 month ago

Mortgage Loan Officer Assistant

OriginPoint is an innovative company seeking a dedicated Sales Assistant to join their team. The role involves prequalifying and pre-approving borrowers, managing loan applications, and ensuring timely loan closings while providing excellent customer service.

Financial ServicesMortgage
Hiring Manager
Lisa Cox, CDR
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Responsibilities

Contact all borrower(s) within 24 hours after the Initial Loan Consultation
Request and review cash, credit, and capacity (income) qualifications for all borrowers with a strong knowledge of mortgage guidelines
Accurately pre-approve all eligible borrowers
Handle payment scenario requests
Proactively contact pre-approved buyers
Communicate effectively with realtor partners
Onboard all newly received contracts for Rate Lock Consultation
Submit loan applications to Loan Processing for eDisclosures
Execute outstanding borrower Tuesday Updates, Pre-Closing Funding Calls
Ensure 95%+ loans close on time with daily check-ins to address choke points
Resolve 95%+ of loan issues before escalating to the Loan Officer
Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
Handle all customer and in-house inquiries about transactions so the process is smooth, and customers receive excellent service
Coordinate and prepare documentation necessary for verifications and underwriting, such as loan files, loan packages, credit reports, and additional mortgage application paperwork

Qualification

Mortgage guidelines knowledgeLoan product understandingNMLS licenseCustomer serviceCommunication skills

Required

5+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position
Advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc

Preferred

Having an NMLS license

Benefits

Eligibility to participate in a company-sponsored 401(k)
Vacation benefits
Eligibility for medical, dental, vision, and prescription drug benefits
Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
Life insurance and death benefits
Critical care insurance
Personal accidental insurance
Commuter benefits
Pet insurance
Certain time off and leave of absence benefits
Well-being benefits (e.g., employee assistance program)
Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)

Company

OriginPoint

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OriginPoint is an independent retail mortgage company.

Funding

Current Stage
Early Stage

Leadership Team

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Matt Harmon
Chief Fulfillment Officer
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Company data provided by crunchbase