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Loan Officer Assistant
KnockLoan Officer Assistant supporting the customer journey from application to initial disclosures and successful closing. Work in a fast-paced, fully remote startup environment to assist Loan Officers.
About the role
Key responsibilities & impact- Assist Loan Officers by gathering required documentation to complete the loan application
- Work with borrowers and partners to help borrowers become pre-approved for the Knock Bridge Loan
- Successful and effective pipeline management consisting of 200+ loan applications per month, per loan officer
- Ensure minimum submission requirements and documents are met prior to submitting loans for disclosure
- Follow up on disclosed loans to ensure they are signed in a timely manner
- Assist both Loan Officers and Loan Assistants with any borrower requests
- Assist in assigning new loan files to Loan Officers
- Understanding of TRID guidelines and Loan Estimates
- Work with internal risk and loan officers to ensure loans are properly set up and documented in Encompass
- Excellent customer service is second nature, with a natural inclination to assist others
- A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
- Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships
- Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
- Comfortable working autonomously- you search for your answer before asking a question
- Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing
- Continually learn, grow, and expand your knowledge of mortgage origination sales
- Take on ad-hoc projects as they arise & always be willing to support your team where they need you
Requirements
What you’ll need- 1+ year experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant)
- Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire
- Experience using Encompass, Meridian Link, Blend and/or Google Suite required
- You are comfortable with change and working in a fast-paced, fully remote startup environment
- You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service
- Ability to review and interpret internal guidelines
- Process oriented with a keen eye for detail
- Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock’s commitment to making an impact, learning, putting people first, being open, and courageous
- Have proven success working 100% remote in prior positions & are experienced working with a distributed, national team
- Education: High school diploma or equivalent
Benefits
Comp & perks- Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
- Flexible Paid Time Off for full time employees
- 12 weeks paid parental leave for the birthing parent
- 6 weeks paid parental leave for the non-birthing parent
- One thousand annually for professional development
- Life, AD&D and Disability insurance for full time employees
- 401K (noncontributory by Knock) for all employees
- $75 monthly allowance for health & wellness
- Up to $400 monthly for a co-working space for eligible employees
- $100 monthly allowance for home internet, mobile phone or other communication devices
- $2,500 referral bonus for eligible employees
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Mortgage Loan OriginationPipeline ManagementLoan Application ProcessingTRID GuidelinesLoan EstimatesDocument ReviewCustomer ServiceDetail OrientationRemote Work ExperienceSales Assistance
Soft Skills
CommunicationTeam PlayerInitiativeAdaptabilityProblem SolvingCustomer FocusCollaborationResponsivenessSelf-StarterContinuous Learning
Certifications
NMLS License