Lending Assistant jobs in the United States

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Loan Officer Assistant - Pre-Approval Specialist
  • NFM Lending
  • Lynnwood, WA FULL_TIME
  • Our nationally recognized residential mortgage team is looking to add an experienced and reliable Pre-Approval specialist to the sales team as loan volume increases. Our assistants play a key role in supporting the team to facilitate the loan process for our clients and helping us offer them a concierge-type experience.

    The ideal candidate will be people-oriented, well-organized, and an effective task manager. Successful candidates will operate with incredible attention to detail and perform well under pressure. The ideal candidate will have a desire to learn the mortgage industry, and be able to adapt to quickly changing priorities.

    Successful candidates will also participate in and contribute to our team culture.

    Pre-Approval Specialist Responsibilities:

    • Review client's goals and expectations
    • Follow up on additional items that may be needed with each client
    • Calculate the borrower's income, assets, downpayment scenarios, etc.
    • Run automated underwrite systems (AUS) like DU and LP
    • Complete the Deal-Killer Checklist on every pre-approval
    • Review and analyze all potential loan programs
    • Deliver professional pre-approval results presentation to the borrower
    • Consult the client about rates, terms, closing costs, and/or financial options
    • Maintain the company/team's CRM with accurate and clear information about each client. Complete a Pre-approval summary on every file.
    • Call/email/text the cleint's Real Estate Agent after every pre-approval to update them on the client's status
    • One hour of outbound calling/dialing per day.

    Qualifications:

    • Minimum 2 years of experience in the Mortgage Industry
    • Proficiency in Microsoft Office products including Outlook, Word, and Excel
    • Ability to calculate income for W2 employees, self-employed borrowers
    • Excellent knowledge of mortgage underwriting guidelines
    • Proficient in DU/DO, LP & Major Origination Systems
    • Must have excellent verbal and written communication skills
    • Previous experience in mortgage, finance, banking, or real estate

    Compensation & Benefits:

    § Full time position – 40hr/week

    § 10-days of PTO per year 9 holidays which include 2-floating holiday days

    § Full medical, dental, vision & 401K coverage

    § Stocked kitchen with breakfast, lunch & snacks

    § Team events, and happy hours

    Work is on location / Encompass experience is a bonus / Salary DOE.

    Job Type: Full-time

    Pay: $25.00 - $30.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Professional development assistance
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Education:

    • High school or equivalent (Preferred)

    Experience:

    • Customer Service: 1 year (Preferred)
    • Mortgage: 2 years (Required)

    Work Location: In person

  • 2 Days Ago

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LO Assistant
  • Secure Lending Inc.
  • Cleveland, OH FULL_TIME
  • National mortgage company searching for a Loan Assistant to assist a company with reviewing loan applications, gathering documents, and completing the administrative tasks. You should be detailed-orie...
  • 19 Days Ago

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Sales Assistant
  • Locklear Lending Team
  • Brentwood, TN FULL_TIME
  • We're looking for a Sales Assistant who's passionate about helping people on their journey to homeownership. In this role, you'll be the friendly face clients first meet, guiding them through the mort...
  • 1 Month Ago

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Lending Assistant
  • COMMUNITY NATIONAL BANK
  • Midland, TX OTHER
  • Job Details Job Location: Odessa Branch - Midland, TX Position Type: Full Time Salary Range: Undisclosed Job Category: Lending DescriptionGeneral Summary Responsible for supporting the Loan Officers a...
  • 13 Days Ago

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Lending Assistant
  • Guaranty Bank & Trust
  • Pittsburg, TX FULL_TIME
  • At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast! Guaranty Bank & Trust offe...
  • 13 Days Ago

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Lending assistant
  • TEKsystems
  • Arlington, TX FULL_TIME
  • Description : Assist with entire lending team Sending clients pre-qualification letters Check the current status of the deal Handling administrative tasks Skills : Operations, Administrative, financia...
  • 14 Days Ago

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Mortgage Compliance Officer
  • ALTA IT Services, LLC
  • Vienna, VA
  • ALTA IT Services is a wholly owned subsidiary of System One, a leading provider of specialized workforce solutions and i...
  • 7/20/2024 12:00:00 AM

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Sr. Compliance Officer (Mortgage & Real Estate) - Remote & Onsite 1 Day a week - LOCALS ONLY
  • Zillion Technologies, Inc.
  • Vienna, VA
  • US CITIZENS / Green Card Holders ONLY NO THIRD PARTIES PLS THIS IS A DIRECT CLIENT REQUIREMENT ! Those authorized to wor...
  • 7/20/2024 12:00:00 AM

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Sr. Policy and Compliance Officer
  • NAVA Software Solutions
  • Merrifield, VA
  • Sr. Policy and Compliance Officer Location: Merrifield, VA Duration: 12+ Months Responsibilities. Mortgage Servicing, in...
  • 7/20/2024 12:00:00 AM

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Senior Purchasing Buyer V
  • DCS Corp.
  • Alexandria, VA
  • Location: Location: Senior Purchasing Buyer V in Alexandria, VA at DCS **Location:** **Experience:** Not Specified **Job...
  • 7/19/2024 12:00:00 AM

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Contractor - Sr. Policy and Compliance Officer
  • Apex Systems
  • Merrifield, VA
  • Mortgage Servicing, including mortgage and equity lending (fixed equity loans and home equity lines of credit) servicing...
  • 7/19/2024 12:00:00 AM

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Information Security Professionals - ISSO ISSE
  • Leidos
  • Columbia, MD
  • Description Looking for an opportunity to make an impact? At Leidos, we deliver innovative solutions through the efforts...
  • 6/12/2024 12:00:00 AM

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Information Security Professionals - ISSO ISSE
  • Leidos
  • Annapolis Junction, MD
  • Description Looking for an opportunity to make an impact? At Leidos, we deliver innovative solutions through the efforts...
  • 6/12/2024 12:00:00 AM

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Senior Information Systems Security Engineer
  • Leidos
  • Annapolis Junction, MD
  • Description Looking for a rewarding career challenge? Unleash your potential at Leidos, we deliver innovative solutions ...
  • 6/11/2024 12:00:00 AM

Income Estimation for Lending Assistant jobs
$34,433 to $65,450

Career Path for Lending Assistant