ON HOLD - Loan Officer Assistant

CA - San Diego

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  • A Loan Officer Assistant plays a vital role in the administrative upkeep of a loan office.
  • As such, the duties of a Loan Officer Assistant cover the entire loan origination process, including managing paperwork and interacting with everyone involved to keep the process moving efficiently.
  • They are also responsible for checking important loan details and requirements before submitting all documentation to the lender.
  • GED
  • Previous experience in the mortgage or loan industry is a plus
  • State and federal tests for licensing
  • Accept and review loan applications
  • Answer clients' questions
  • File necessary paperwork
  • Make initial contact and follow up with potential clients
  • Manage closing paperwork and ensure proper filing
  • Review delinquent accounts and attempt to collect debts
  • Perform general office administration duties
  • Serve as an ongoing point of contact for clients, helping them collect required information and complete any necessary documents throughout the loan process
  • Assist and coordinate internal parties involved in the loan application process, including mortgage loan officers, underwriters, and realtors
  • Gather information for new loan underwriting, including credit reports, tax filings, business entity searches, and title work
  • Ensure loan documentation complies with federal and state requirements

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