What are the responsibilities and job description for the Loan Officer Assistant - Towson/Baltimore, MD position at McLean Mortgage Corporation?
Job Purpose: A Loan Officer Assistant acts as an assistant to a designated Loan officer(s) in a productive environment. This position involves supporting a team in the loan origination process as well as performing daily administrative tasks. Tasks are to be completed within deadlines and with high proficiency.
Job Tasks and Responsibilities:
- Organize and track active loans as directed by the assigned loan officer
- Monitor the status of each loan file, updating the loan officer on pipeline status and borrower on status of loan
- Establish appointments with clients
- Answer, screen and direct calls for individual loan officers.
- Accurately obtain & review applicant's credit history
- Systematically store and maintain client data and files
- Properly prepare files for submission to processing, including reviewing files for completeness, accuracy and compliance
- Providing excellent customer service skills with clients and applicants to ensure client retention
- Efficiently perform a variety of industry related research duties in support of the branch
- Perform any other duties as assigned
Required Knowledge, Skills and Abilities
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and deadlines
- Proficient in Microsoft Office and capability to utilize office equipment
- Associates degree in a related field is preferred but not required
- Proficient organization skills; ability to prioritize
- Ability to learn quickly and effectively
- Excellent listening skills
- General knowledge of loan products and process
- Aptitude to work in a fast-paced, daily environment
Educational and Experience Requirements
- High School diploma or equivalency degree
- Prior mortgage lending or related sales experience preferred
- Spanish speaking preferred
- Demonstrated experience analyzing and interpreting data
- Demonstrated experience making solid business decisions with available information
- Demonstrated experience working in a fast-paced and changing environment
- Demonstrated experience with attention to detail, written and oral communication, multi-tasking, and working in a team atmosphere adhering to tight deadlines
- Demonstrated experience with MS Office software products
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