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Loan Officer Assistant

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Description

To assist loan officers with preparing the file for processing. Gathering all required documents from the borrowers, uploading to the file, ordering various third party verifications and services such as Verification of Employments, IRS tax returns from the IRS, appraisals.  Strong focus on pipeline management, organization, and company policies to ensure accuracy before moving into processing.


A sense of urgency and time management in order to meet required deadlines.  The ability to multi-task in a demanding
and high-volume atmosphere with a strong focus on customer service.  Strong communication skills required, both verbally and by email depending on
the customer.

Gather, order, and follow up on all necessary loan documents needed to expedite each loan into processing as quickly and
precise as possible.

Knowledge of basic computer programs including Microsoft Word and Adobe Acrobat Reader. If not familiar with a LOS system(s) preferably Encompass, must be eager to learn.  Detail oriented individual with strong organizational skills.  Must be a team player and provide support to Loan Officers and Operations Staff.