Remote Loan Officer Assistant

Summary

Join our team as a Loan Officer Assistant to support loan officers in administrative functions, ensuring a smooth loan process while providing exceptional service.

Requirements

• High school diploma or equivalent; Bachelor’s degree in finance, marketing or a related field is helpful
• Must be very comfortable with numbers, arithmetic, and general math/business concepts
• Previous experience in a loan processing or administrative role is highly desirable
• Strong attention to detail and excellent organizational skills
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Salesforce or a CRM experience is a plus
• Quantum Reverse experience is a plus
• Exceptional communication and interpersonal skills
• Ability to multi-task, prioritize, and manage time effectively in a fast-paced environment
• Strong follow-through skills and ability to adhere to directions

Responsibilities

• Answer phone calls and respond to client inquiries in a professional manner
• Intake and gather necessary loan information from clients and partners
• Enter client and loan information into proprietary software accurately
• Create comprehensive loan proposals and ensure timely follow-up
• Set appointments with clients and referral partners, coordinating schedules effectively
• Set reminders for important tasks and deadlines to stay organized and help all stakeholders execute
• Prepare and create loan applications, ensuring all required details are accurate
• Collect and organize necessary documents from clients for loan processing
• Mail out loan packets and correspondence to clients and partners as needed
• Make follow-up calls to clients for additional information or updates on their applications
• Order office supplies and maintain inventory for the loan officer team
• Assist in remembering tasks and details for team members to ensure nothing is overlooked
• Create and maintain checklists for various loan processes to enhance workflow efficiency
• Use checklists to ensure all steps in the loan processing are completed thoroughly
• Organize client folders and digital files for easy access and retrieval
• Update records and folders regularly to maintain current and accurate information

Benefits

• Competitive salary
• Benefits package
• Opportunities for professional growth and career advancement
• A collaborative and supportive work environment
• Remote location is acceptable (West Coast preferred)