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Sr Loan Officer Assistant

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Description

Sr Loan Officer Assistant will 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.

Education and/or Experience:

High School diploma or equivalent required. Associate's degree (A. A.) or equivalent from two-year College or Technical school preferred; a minimum of five (5) years’ experience processing full document purchase loans. Must have experience processing purchase transactions, strong Conventional, FHA, VA, and government loan mortgage processing experience; knowledge of how to read DU findings. Proficiency with Encompass a plus. Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with keen attention to detail. Professional verbal and written communication skills. Advanced MS Office proficiency. Ability to build and maintain effective relationships in a fast paced team environment. Aptitude for decision making, ability to work independently and provide exceptional customer service.
Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:


Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Certificates, Licenses, Registrations:

None required

Physical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.


Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.


Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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