FocusOne

Mortgage Loan Officer

• Respond promptly to inbound mortgage leads from multiple credit union partners
• Consult with prospective borrowers to understand homeownership goals and financing needs
• Originate accurate loan applications and gather supporting documentation
• Maintain consistent communication with borrowers, credit union partners, and referral sources
• Manage pipeline activity and coordinate with internal teams to resolve file issues
• Build productive credit union partner and referral relationships

Mortgage Loan Officer, NMLS Licensed

Loan Officer Assistant

• Support Loan Officers by managing lead intake, engaging with prospective borrowers, assisting with loan setup, and helping move files efficiently through the origination process
• Contact inbound mortgage leads from our credit union partners through phone calls, emails, and text messages to establish initial contact and assess borrower needs
• Conduct preliminary borrower conversations to gather information, determine eligibility, and identify financing objectives before introducing members to a Loan Officer
• Manage a high volume of inbound lead opportunities while maintaining timely follow-up and detailed communication records
• Assist with loan setup, application review, and collection of borrower documentation
• Communicate with borrowers, Realtors, title companies, insurance agents, and internal team members regarding loan status and outstanding items
• Review files for completeness and accuracy before submission to the loan officer
• Track loan milestones and proactively follow up on conditions and required documentation
• Maintain accurate loan information and notes within the Loan Origination System
• Assist with disclosures, pre-qualification activities, and pipeline management
• Help ensure loans move efficiently from application through closing
• Deliver outstanding customer service while maintaining compliance with company policies and mortgage lending regulations

Loan Assistant

• Contact inbound mortgage leads from our credit union partners through phone calls, emails, and text messages to establish initial contact and assess borrower needs.
• Conduct preliminary borrower conversations to gather information, determine eligibility, and identify financing objectives before introducing members to a Loan Officer.
• Manage a high volume of inbound lead opportunities while maintaining timely follow-up and detailed communication records.
• Assist with loan setup, application review, and collection of borrower documentation.
• Communicate with borrowers, Realtors, title companies, insurance agents, and internal team members regarding loan status and outstanding items.
• Review files for completeness and accuracy before submission to the loan officer.
• Track loan milestones and proactively follow up on conditions and required documentation.
• Maintain accurate loan information and notes within the Loan Origination System.
• Deliver outstanding customer service while maintaining compliance with company policies and mortgage lending regulations.

Mortgage Loan Officer, NMLS Licensed

Loan Officer Assistant

Residential Loan Office Assistant