Loan Officer Assistant jobs in United States
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radius financial group inc. · 16 hours ago

Loan Officer Assistant

Radius Financial Group Inc. is a company that provides support in the origination of residential mortgages. The Loan Officer Assistant role involves managing the loan officer's pipeline, assisting clients through the loan application process, and ensuring compliance with regulations while embodying the company's customer-focused values.

BankingFinancial Services
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Growth Opportunities

Responsibilities

Provide dedicated support to a top-producing Loan Officer
Manage the Loan Officer’s active pipeline with weekly meetings with assigned Loan Analyst
Initiate contact with potential clients to obtain client information & intentions through telephone, face-to-face, or online loan application, when applicable
Provide interest rate pricing quotes & rate lock support to both Loan Officer & clients
Access and utilize various automated underwriting systems (AUS) to assess potential loan viability
Submit live loan applications for disclosure & follow up with clients for e-signature confirmation
Ensure compliance with all state & Federal laws
Become familiar with Company loan products, application process, consumer disclosure requirements, compliance requirements, LOS origination software, and general practices of the Company
Participate in Company recommended & mandated training sessions
Perform various clerical tasks as required
Other duties as assigned
All employees are responsible for being familiar with & able to recognize common fraud scenarios or outright instances of fraud, reporting any reasonably suspected fraud to his/her direct manager & AML Officer
Embody radius’s “Customer Obsessed” core value, with care & prioritization of customer needs
Proficiency in Fannie Mae, Freddie Mac, FHA, and VA loan products preferred but not required

Qualification

Active NMLS registrationMassachusetts MLO licenseMortgage lending experienceAutomated underwriting systemsCustomer service skillsMathematical skillsAnalytical skillsBilingual (Spanish)Interpersonal skillsCommunication skillsDetail-orientedOrganizational skills

Required

Provide dedicated support to a top-producing Loan Officer
Manage the Loan Officer's active pipeline with weekly meetings with assigned Loan Analyst
Initiate contact with potential clients to obtain client information & intentions through telephone, face-to-face, or online loan application, when applicable
Provide interest rate pricing quotes & rate lock support to both Loan Officer & clients
Access and utilize various automated underwriting systems (AUS) to assess potential loan viability
Submit live loan applications for disclosure & follow up with clients for e-signature confirmation
Ensure compliance with all state & Federal laws
Become familiar with Company loan products, application process, consumer disclosure requirements, compliance requirements, LOS origination software, and general practices of the Company
Participate in Company recommended & mandated training sessions
Perform various clerical tasks as required
Other duties as assigned
All employees are responsible for being familiar with & able to recognize common fraud scenarios or outright instances of fraud, reporting any reasonably suspected fraud to his/her direct manager & AML Officer
Embody radius's “Customer Obsessed” core value, with care & prioritization of customer needs
Minimum of 1 year experience in mortgage lending, with a solid understanding of mortgage terms and guidelines
Active NMLS registration and Massachusetts Mortgage Loan Originator (MLO) license required
Well-developed interpersonal, communication, and customer service skills
Strong mathematical, analytical, and auditing skills
Extremely detail-oriented to ensure accuracy & quality across all assigned tasks
Highly organized & able to multi-task

Preferred

Proficiency in Fannie Mae, Freddie Mac, FHA, and VA loan products preferred but not required
Spanish speaking/bilingual preferred but not required

Company

radius financial group inc.

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radius financial group, inc. is a New England-based, full-service mortgage bank.

Funding

Current Stage
Growth Stage

Leadership Team

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Sarah Valentini
Co-Founder: radius financial group inc. mlo nmls #20147
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David O'Connor
Chief Technology Officer
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Company data provided by crunchbase