Loan Officer Assistant
Loan Specialist / Pre-Approval Specialist
A Pre-Approval Specialist works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process.
A Pre-Approval Specialist I will work closely with borrowers, Realtors, Set Up Specialists, Processing, and their Loan Officer.
A LICENSE IS REQUIRED within 90 days . Bonus/commission opportunities once licensed. Training and studying will be provided for license during work hours.
Expectations:
?? Attend Daily Sales Meetings-- 9:00 AM
?? Attend Pipeline Meetings
?? Manage your lead tracker and clear all daily tasks in Salesforce CRM
?? Provide assistance to their Loan Officer and Processing team.
?? Provide support on loan qualification scenarios and interpreting guidelines.
?? Maintain a working knowledge of each conventional and government loan
program, and the applicable guidelines.
?? Make initial contact with borrowers and reply to/follow up with borrowers and agents
in a timely manner, by phone or email
?? Tuesday Verbal Updates & Friday Email updates to all parties
?? Guide borrowers through the loan application process.
?? Update Encompass with validated information.
?? Provide accurate information to all parties in the transaction.
?? Request and review and upload all required upfront documents and notes to
mortgage software (Encompass) and CRM (Salesforce)
?? Make credit decisions and issue preapprovals or game plans once supporting
documents are received.
?? Request initial rate locks. (when licensed)
?? Request Disclosures. (when licensed)
?? Follow up on upfront documents, making sure disclosures are acknowledged and signed.
?? Complete accurate and detailed file notes for the Processing team.
?? Attend all team meetings & trainings with up-to-date notes on all files in your pipeline.
?? Review, manage, and prioritize the pipeline based on closing date and lock expiration.
Job Type: Full-time
Pay: $35,000.00 - $44,000.00 per year
Benefits:
?? 401(k)
?? Dental insurance
?? Health insurance
?? Paid time off
?? Vision insurance
Schedule:
?? 8 hour shift
?? Monday to Friday
Work Location: In person
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