Loan Officer Assistant

• Support mortgage loan officers in their daily duties to increase loan production levels
• Work directly with customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings
• Review mortgage loan applications, documentation, disclosure packages, and loan files
• Create rate disclosure and re-disclosure packages and deliver them to borrowers
• Identify deficiencies, clarify or correct information, and obtain additional information
• Provide clerical and phone support to loan officers and processors
• Support various stages and areas of lending and processing
• Assist in managing pipelines of conventional, FHA, VA, USDA, 203K, and reverse mortgage loans
• Deliver appraisals or property valuations and retrieve proof of receipt
• Track outstanding items and follow up with customers for required documentation
• Coordinate timely loan closings with title companies and customers

Loan Officer Assistant supporting mortgage lending operations at CrossCountry Mortgage

Loan Officer Assistant supporting CrossCountry Mortgage, a distributed retail mortgage lender. Reviewing loan files, assisting borrowers, and coordinating documentation and closings.

• Assist originator in appointment setting with prospective and new applicants.
• Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
• Send new clients online pre-qualification link on behalf of originator.
• Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
• Monitor key dates related to loan transactions and respond accordingly.
• Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.

Loan Officer Assistant supporting origination activities at Guild Mortgage.

Loan Officer Assistant role at Guild Mortgage assisting with loan submissions and customer service. Managing appointments, client follow-ups, and documentation in the loan process.

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Assist Loan Processor with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
• Available to work varying hours and overtime if needed.

Loan Officer Assistant supporting the Hoeffer office at CrossCountry Mortgage

Loan Officer Assistant managing schedules and assisting Loan Processor at CrossCountry Mortgage. Requires experience in residential mortgage processing and proficiency in related software.

• Advise borrowers on financial status and payment methods
• Guide customers through the loan application process
• File loan applications and supporting documents
• Develop referral networks to locate prospects for loans
• Handle customer complaints and take appropriate action to resolve them

Mortgage Loan Assistant supporting borrowers through the application process

Mortgage Loan Assistant at Bayshore Mortgage Funding supporting customers through loan applications. Advising on financial status, guiding through processes, and resolving complaints.

• 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 Officer Assistant at FocusOne Mortgage supporting lead intake and borrower assistance

Loan Officer Assistant at FocusOne Mortgage managing mortgage leads and assisting borrowers in the home financing process. Supporting Loan Officers and ensuring efficient loan processing in a hybrid environment.

• Ensure a seamless transition from loan quote to intake, maintaining accuracy and efficiency.
• Support loan officers by managing intake workflows and ensuring timely follow-ups.
• Improve process efficiency by keeping data and documentation well-organized and up to date.
• Manage loan transitions from quote status to intake, ensuring priority and accuracy.
• Monitor the loan intake queue and initiate file setup based on submission dates.
• Review loan documentation for completeness and accuracy.
• Set up digital folders and enter key borrower and entity information into the loan origination system.
• Order and upload third-party reports from external platforms.
• Send and follow up on initial document requests to key contacts.
• Coordinate internally with appraisal specialists, processors, and the operations team to ensure timely file progression.
• Maintain accurate communication notes within internal systems.
• Utilize internal checklists to verify all required documents are collected and properly categorized.
• Perform preliminary quality control on documents and escalate issues when necessary.
• Monitor loan files using status dashboards and checklists to track progress.
• Transition files to the next stage once all intake requirements are complete.
• Ensure data and documentation in both the CRM and LOS remain up to date.
• Follow up daily for missing documents and escalate delays as needed.
• Document all follow-ups and status changes in internal systems.

Loan Officer Assistant supporting real estate investors at Dominion Financial Services

Loan Officer Assistant supporting real estate investors across the nation at Dominion Financial Services. Ensuring seamless loan transitions and managing intake workflows in a detail-oriented role.

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