Mortgage Loan Officer Assistant

Mortgage Loan Officer Assistant

PART TIME ROLE, Ranging from 5 - 20 Hours/Week. Work from home position, but training period might be required to attend in person which would be the first 3 months.

We’re searching for a detail-oriented Mortgage Loan Officer Assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you’re interested in joining a team that empowers its employee, clients, and partners to help them reach their goals, apply today!

Location
Calgary, CA

Mortgage Loan Officer Assistant Responsibilities

• Serve as the secondary contact and liaison between clients, realtor partners and assigned loan originator and conduct meetings to coordinate any follow-up items
• Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork for compliance
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the manager
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• help in creating marketing material for the instagram page and website
• updating database regularly
• asking feedback from clients and posting them for marketing
• Screen and make calls, book appointments and provide administrative support as needed

Mortgage Loan Officer Assistant Qualifications

• High school diploma or equivalent required. College degree in finance, marketing or banking preferred
• At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
• Possess an understanding of different loan products, such as conventional loans, Mortgage Loans, variable, adjustable/ fixed, personal loans, etc.
• Highly motivated and goal-oriented with excellent customer service and communication skills
• Computer proficiency required including MS Office, excel, CRM, MLS, Velocity and proprietary mortgage software preferred

Job Types: Part-time, Permanent

Salary: $18.00 per hour

Expected hours: 5 – 20 per week

Schedule:

• Monday to Friday

Experience:

• mortgage: 1 year (preferred)

Work Location: Hybrid remote in Rocky View County, AB T3Z 0E6

Expected start date: 2024-04-15