Equity Resources, Inc

Bilingual Loan Officer Assistant – English/Spanish

Equity Resources, Inc

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • Ohio • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Assist the Processor to ensure a client’s mortgage file is processed in a timely manner
  • Responsible for keeping clients updated throughout the mortgage process and answering questions they may have
  • Use existing systems to enable processing and communication on up to 50 client loan files at one time
  • Gather and review borrower information and financial documents to guide clients from preapproval through closing
  • Improve the quality of loan applications submitted and reduce the Loan Officer’s involvement in non-origination tasks
  • Stay informed on loan statuses through reports and regular check-ins with the Loan Officer and Processor
  • Handle administrative and processing tasks that allow the Loan Officer to focus on new business, relationship management, and strategic initiatives
  • Instill confidence in, and build trust with prospects, clients, real estate agents and other referral partners
  • Answer phone calls and check voice mail periodically to ensure timely response to customers
  • Adhere to all Federal and State regulations and follow proper code of ethics as outlined by the Company
  • Support the Company’s strong relationship of a “Raving Fan Service” culture through on-going customer contact, quality customer service, and superior product knowledge
  • Any other duties as assigned

Requirements

  • High School Diploma or equivalent required
  • Bachelors’ Degree in Business, Finance, or related field preferred
  • Bilingual fluency in English and Spanish (reading, writing, and speaking) required
  • Minimum of 2 years’ office experience in customer service, administration, or like experience is required
  • Knowledge of or experience with residential mortgage processing, underwriting and/or closing procedures for conventional and government lending is a plus
  • Experience with Loan Origination Systems, such as Encompass, is preferred
  • Demonstrated proficiency with computer systems and software programs including Microsoft Word, Excel, and Outlook required
  • Must be diligent and detail-oriented, with advanced organizational skills
  • Strong communication skills with the ability to work effectively with loan officers, borrowers, real estate agents, and third-party vendors while building trust and confidence
  • Ability to read and interpret detailed instructions, correspondence, and documentation with strong grammar skills
  • Able to work independently with minimal supervision and use sound judgment to solve problems
Benefits
  • Generous PTO
  • 10 paid holidays
  • A day off for your birthday!
  • Full benefits package (including pet insurance!) first of the month after your first 30 days
  • 401(k) option with a generous company match —helping you grow your retirement savings faster
  • Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
residential mortgage processingunderwritingclosing proceduresLoan Origination SystemsEncompassMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Soft skills
detail-orientedorganizational skillscommunication skillsproblem-solvingtrust-buildingcustomer serviceindependent work
Certifications
High School DiplomaBachelors’ Degree in BusinessBachelors’ Degree in Finance