Remote Loan Officer Assistant
Mutual of Omaha Mortgage
πRemote - Worldwide
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Job highlights
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; Bachelorβs 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)
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