What are the responsibilities and job description for the Loan Officer Assistant position at Evergreen Home Loans?
We're searching for some really great people who enjoy customers as much as we do.
Named as Puget Sound Business Journal’s #1 Best Place to Work in the extra-large company category and listed in WA’s 100 Best Companies to Work For by Seattle Business Magazine, both in 2020. We are a certified Great Place to Work in 2020 and placed 3rd in the nation as a Best Workplace in Financial Services and Insurance in 2019.
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Discover what’s possible with Evergreen.
We're looking to add people who feel the same way we do about our customers, our associates and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a healthy salary, a comprehensive benefits package and have an attractive 401K plan with a company match to help you grow along with us!
We are seeking an experienced Loan Officer Assistant with a minimum of 2 years of mortgage experience. A strong problem solving and organization skill set with an emphasis on customer service is a MUST! Responsibilities include but are not limited to:
Major Tasks and Responsibilities:
- Assisting Loan Officer in meeting with borrowers (if need be), taking applications, providing disclosures and following-up through closing.
- Input Team files into Encompass with accuracy to make sure the correct information is in the file.
- Assist Loan Officer in marketing efforts to current and new clients.
- Assist Loan Officer with administrative tasks such as status reports on loans in process, making copies and printing daily rate sheet.
- Responsible for proactive communication with management with respect to all significant challenges or opportunities.
Standards of Performance:
- Arrives to work on time for scheduled work hours.
- Notifies Loan Officer of vacations or sick days in a timely manner.
- Able to answer borrower inquiries.
- Accurately prepares and inputs loan documentation.
- Asks questions of Loan Offices to facilitate learning and expanding mortgage knowledge.
- Communicates challenges and opportunities to Loan Officer.
- Ability to multi-task in a fast-paced and sometimes stressful environment.
- Performs all actions in accordance with the Guiding Values of the company.
- Uses the principles of Balanced Stewardship in independent decision making.
Specific Skills/ Knowledge/ Abilities Required for Position:
- Good character, motivated, hard working.
- Ability to work well with fellow associates, clients and vendors.
- Good communication skills. Neat, clean, healthy work habits.
- Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
- Upon given borrower name and contact number from Loan Officer, contact borrower to set up a meeting (with or without Loan Officer present), or take application over the phone.
- Provide disclosures to borrower at application, or mail within 24 hours if over the phone.
- Process Loan Application from start to finish in line with proper standards and company procedures.
- Assist the Loan Processor once approval received and forward to borrower.
- Communicate with realtor and borrower on loan status on a continual basis.
- Assist Processor in satisfying conditions
- Accompany Loan Officer in the field, meeting new clients and realtors.
- Design flyers for new programs or other programs of interest.
- High school diploma
Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com
Equal Housing Lender
© 2021 Evergreen Home Loans and Evergreen are the trademarks or registered trademarks of Evergreen Moneysource Mortgage Company® NMLS ID 3182. Trade/service marks are the property of Evergreen Home Loans. All rights reserved. Licensed under: Arizona Mortgage Banker 0910074; California Licensed by Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act 4130291; Idaho Mortgage Broker/Lender MBL-3134; Nevada Mortgage Banker 3130; Nevada Mortgage Broker 4837; Licensed under the Oregon Consumer Finance Act ML-3213; Texas Department of Savings and Mortgage Lending Company License; Washington Consumer Loan Company CL-3182; Wyoming Mortgage Lender/Broker 3467.
Job Type: Full-time