Loan Assistant

• Reviews loan application, supporting documentation, and credit authorization.
• Keeps current understanding of all loan program guidelines, pricing, policies and procedures.
• Documents all client conversations in loan origination software with timely follow up in CRM.
• Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client.
• Communicates status updates and appropriately escalate issues and opportunities to meet the needs of clients and homeowners.
• Assists clients with the utilization of the Origination system (Octane).
• Collect and submit/file vendor validations from borrowers.
• Maintains a positive working relationship with internal departments and external contacts.
• Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures.
• Performs specific tasks assigned by Loan Originator or Production Leader.
• Communicates and partners closely with Operations to ensure a smooth and accurate loan process.
• Schedules new leads and appointments and calls with clients as needed.
• Responds to client’s questions and concerns in a timely manner in accordance with team/department SLA expectations.
• Performs a variety of research and administrative duties in support of the Loan Originator/Production Team.
• Ensures loan Turn Time requirements are achieved.

Loan Originator Assistant supporting mortgage processes for Cardinal Financial

Loan Originator Assistant

Loan Originator Assistant supporting mortgage processes for Cardinal Financial in a remote capacity. Assisting with customer service and administrative tasks to enhance the mortgage experience.

• Performs a broad variety of administrative support functions for assigned Mortgage Loan Originator(s) up to the time of application submission into Mortgage Operations.
• This support may include following up with borrowers for the collection of required documentation.
• Responding to borrowers questions related to loan status.
• May assist operations partners in relation to specific loan requests.
• Utilizes supplied Marketing tools to assist in growing the assigned Mortgage Loan Originator’s (or Originators’) book of business.
• Actively participates in all required corporate and business line training.
• Responsible for providing excellent customer service that positively impacts the customer experience with U.S. Bank.
• Establishes and maintains good working relationships with other departments within U.S. Bank Home Mortgage and U.S. Bank overall.

Administrative support for Mortgage Loan Originator at U.S. Bank

Mortgage Loan Assistant

Providing administrative support to Mortgage Loan Originator at U.S. Bank. Handling borrower communications and managing various loan requests for the Mortgage Operations team.

• Assisting high volume Mortgage Loan Originator(s) by providing lending sales and support functions within Truist policies and procedures
• Engaging in activities that increase production and profitability while identifying opportunities to increase revenue through other Truist products and services
• Maintaining a complete and thorough knowledge of Truist Mortgage policies, procedures, and loan guidelines utilized by the Bank
• Complying fully with any and all Truist policies and procedures related to internal and external rules and regulations, and secondary market requirements
• Responsible for timely delivery of information and documentation to and from borrowers that support the mortgage loan process
• Managing phone calls from clients and referral sources, assisting with research and solution of client complaints
• Conducting loan pipeline reviews to ensure client's speed-to-decision/close, contractual deadlines are met, and compliance related items are addressed
• Assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and marketing collateral materials

Loan Originator Assistant providing support for mortgage loan processing at Truist

Loan Originator Assistant supporting high volume Mortgage Loan Originators with lending sales and services. Managing client communications and ensuring compliance in the mortgage loan process at Truist.

• Facilitate the completion of loan applications and coordinate collection of documentation including credit reports, run DU/LP/AUS, prepare loan files for processing, and send closing cost worksheets to borrowers.
• Serve as a primary point of contact coordinating discussions between the Loan Originator, referral partners, and clients throughout the full lifecycle of the loan process.
• Promote Envoy's products to Real Estate Agents, home buyers, and referral sources while tracking and managing follow-ups consistently.
• Assist Loan Processors with putting scenarios together for prospective clients by researching client scenarios against underwriting and investor guidelines.
• Manage a pipeline of conventional, FHA, VA, and USDA loans along with 203K and reverse mortgage products.
• Request and gather relevant information and documents from borrowers to complete loan applications, structure, and all required disclosures.
• Enter loan applications into the Loan Origination System (LOS) and assign to the appropriate Originator or LOA.
• Review all loan package paperwork for inconsistencies, omissions, and inaccurate income calculations, reporting any errors to the Originator immediately.
• Call and obtain conditions from borrowers and Realtors to clear conditions as necessary, keeping transactions moving toward close.
• Monitor loan progress and communicate effectively with borrowers and all transaction parties on status updates throughout the process.
• Research investor guidelines and stay current on program changes that affect processing or originating of loans in the pipeline.
• Communicate loan approvals by sending pre-approval and commitment letters to all parties involved in the transaction.
• Coordinate closing details with clients including final payment, rate, and cash to close figures.
• Review all closing statements and compare to signed loan estimate worksheets before signings, correcting any discrepancies.
• Review, create, and deliver disclosure and re-disclosure packages to borrowers and document all required receipts.
• Facilitate timely closings by working directly with the Title Company and client to schedule and confirm all closing logistics.
• Order appraisals and third-party services including VOE, Title, certifications, and related documents to create complete loan packages for processing.
• Develop a complete working knowledge of Envoy's products, systems, competitive advantages, processes, policies, and procedures.

Loan Originator Assistant supporting mortgage applications and client interactions

Loan Originator Assistant at Envoy Mortgage coordinating mortgage applications from start to close. Focused on client interaction and supporting Loan Originators in the mortgage 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.
• Deliver outstanding customer service while maintaining compliance with company policies and mortgage lending regulations.

Loan Officer Assistant supporting mortgage leads in a hybrid role

Residential Loan Office Assistant

Loan Officer Assistant at FocusOne Mortgage assisting borrowers and managing leads in Northwest Houston. Delivering exceptional service while working alongside a mortgage team.

Loan Assistant jobs in United States

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Loan Originator Assistant

Mortgage Loan Assistant

Loan Originator Assistant

Loan Originator Assistant

Residential Loan Office Assistant