Loan Officer Assistant jobs in United States
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Primary Residential Mortgage ยท 19 hours ago

Loan Officer Assistant

Primary Residential Mortgage is seeking a Loan Officer Assistant to support the loan officer and processor in managing workflow for each transaction. The role involves assisting with document management, scheduling appointments, and providing status updates to various parties involved in the loan process.

Financial ServicesReal EstateResidential

Responsibilities

Assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers
Assist the processor with Loan Status Gram email/fax to all pertinent loan parties
Attend processor meetings with management to report the progress of each loan projected to fund in given month
Assist Loan Officer with scheduling pre-qualification and application appointments
Assist Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers
Assist Loan Officer with post-closing markets
Assist Loan officer with inputting loans into databases

Qualification

Microsoft ExcelMicrosoft WordCustomer serviceCommunication skillsMulti-taskingTyping 50 wpmAccounting knowledgeAttention to detailReporting skillsProblem solving

Required

Basic reading, writing, and arithmetic skills
Strong attention to detail
Excellent customer service skills
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)

Preferred

Knowledge of Microsoft Office and telephone protocol
Ability to type 50 wpm
Reporting Skills
Administrative Writing Skills
Process Management
Organization
Analysis
Professionalism
Problem Solving
Supply Management
Inventory Control

Company

Primary Residential Mortgage

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Primary Residential Mortgage provides home financing services.

Funding

Current Stage
Late Stage

Leadership Team

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Jeff Zitting
Co-founder | Principal | Director of Customer Acquisition and Strategic Relationships
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Company data provided by crunchbase