Mortgage Loan Officer Assistant jobs in United States
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Stifel Financial Corp. · 8 hours ago

Mortgage Loan Officer Assistant

Stifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Mortgage Loan Officer Assistant will support the Loan Officer by managing communication, pipeline schedules, and loan application processes while ensuring compliance with industry regulations.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title companies
Manages pipeline schedules and deadline times on all loans
Runs pipeline and closed loan summary reports
Prices and lock loans per loan officer requests
Pulls credit per loan officer requests
Maintains and update client data base information
Inputs loan application information
Performs automated underwriting
Works closely with processors, closers, underwriters and loan officers
Attends and conduct loan closings

Qualification

NMLS numberMortgage industry regulationsMicrosoft ExcelMicrosoft WordICE Mortgage Technology's EncompassAdministrative proceduresLogicReasoningCommunication skillsRelationship building

Required

Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title companies
Manages pipeline schedules and deadline times on all loans
Runs pipeline and closed loan summary reports
Prices and lock loans per loan officer requests
Pulls credit per loan officer requests
Maintains and update client data base information
Inputs loan application information
Performs automated underwriting
Works closely with processors, closers, underwriters and loan officers
Attends and conduct loan closings
Understands and complies with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Knowledge of administrative and clerical procedures and systems such as word processing, spread sheets, managing files and records, and other office procedures and terminology
Knowledge of business and management principles involved in strategic planning, resource allocation, production methods, and coordination of people and resources
Minimum Required: High School diploma or equivalent
Minimum Required: 1-3 years' related experience
Minimum Required: Must have an NMLS number or the ability to obtain one within 30 days of start date
Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Preferred

Experience in ICE Mortgage Technology's Encompass

Benefits

Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off

Company

Stifel Financial Corp.

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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.

H1B Sponsorship

Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)

Funding

Current Stage
Public Company
Total Funding
unknown
1993-01-08IPO

Leadership Team

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Ronald Kruszewski
Chairman and CEO
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Anne Perlman
Managing Director, Investment Banking - Stifel
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Company data provided by crunchbase