Rate · 3 weeks ago
Mortgage Loan Officer Assistant -CST
United States
Full-time
Remote
Entry Level
$40K/yr - $40K/yr
2+ years expRate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The Mortgage Loan Officer Assistant will support client engagement activities, maintain relationships with real estate agents, and assist Loan Officers with client interactions and documentation.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Hiring Manager
Lisa Cox, CDR
Responsibilities
The primary function of the Sales Assistant is to support and manage client engagement activities including some aspects of partner development
Maintain positive, professional, helpful, friendly relationships with all real estate agents
Enter complete and accurate data into Encompass & disclose Encompass docs including CCW’s etc. for borrowers to sign
Assist Team with providing Commitment and Pre-approval Letters
Create and email new listings and open house flyers to agents daily
Run files through AUS
Enter and maintain client contacts
Work with Marketing department on lead generation marketing materials and flyers as requested
Provide general administrative support to team
Provide Marketing reports as needed
Promptly return calls from borrowers and real estate agents
Keep team organized; in general, daily
Assist other members on his team whenever possible, with anything
Maintain office monthly newsletters & distribute them to office
Maintain calendars
A strong commitment to customer service to sales associates and borrowers—is a must!!
Interview borrowers over the phone, take loan applications and schedule borrowers to meet
Support Loan Officers with new and past clients to lock loans and increase monthly production
Ability to understand loan pricing and general mortgage guidelines to quote rates, interact with clients, and prepare necessary documentation
Qualification
Required
2+ years of Mortgage and or Real Estate Experience is preferred
Exceptional communication skills – both written and verbal
Knowledge of Microsoft Outlook, Work, and Excel (required)
Knowledge of Encompass (required)
Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process
Preferred
NMLS license is preferred
Familiarity and comfort with social media
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
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase