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Weichert, Realtors · 1 month ago

Senior Mortgage Loan Originator Assistant

Cherry Hill, NJ

Full-time

Onsite

Mid, Senior Level

$60K/yr - $60K/yr

3+ years exp

Weichert Financial Services is hiring a Senior Mortgage Loan Originator Assistant to provide comprehensive sales and administrative support to high-producing Mortgage Loan Originators. The role focuses on ensuring efficient loan processing and enhancing the borrower experience through effective communication and coordination with various stakeholders.

InsuranceReal EstateSales

Culture & Values

Responsibilities

Provides proactive sales and administrative support to the MLO, including managing calendars, scheduling appointments, and handling communications

Acts as a liaison between clients, real estate professionals, title companies, and internal underwriting and processing staff throughout the loan process

Collects, organizes and reviews requisite loan documentation from borrowers to ensure completeness and compliance

Maintains and tracks the MLO’s pipeline, ensuring all loans meet key deadlines for processing and closing

Reviews, sorts, prioritizes and prospects MLO’s Open House visitors in CRM, creating sales opportunities for MLO after initial prospecting calls

Prepares and distributes marketing materials, thank-you letters, client communications and other nurturing campaigns as part of ongoing relationship management

Monitors and maintains accurate contact records, loan status updates, and task tracking in the Surefire CRM systems

Reviews loan files for compliance with federal and state regulations before submission

Coordinates and supports continuing education and licensing requirements with the MLO and compliance team

Provides support during webinars, training sessions, and internal meetings as required

Performs general office duties, including monitoring supplies, filing, and email management

Completes CPE and other requirements necessary to maintain individual state loan originator license(s)

Executes additional duties that arise to support the MLO’s production goals

Performs other duties as assigned

Qualification

State loan originator licenseMortgage origination experienceEncompassMicrosoft Office proficiencyMultitasking abilityAnalytical skillsCommunication skillsAttention to detailOrganizational skills