Loan Officer Assistant in San Diego at Vaco

Date Posted: 9/14/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    San Diego
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/14/2020
  • Job ID:
    LOANO06318

Job Description

Loan Officer Assistant

Job Summary:

The Loan Officer Assistant position supports one or more Loan Officers by ensuring loan files are complete and loans close as scheduled. Supports the marketing activities of the assigned loan officers and provides administrative support.

Essential Job Functions:

  • Assists Loan Officer in preparing preliminary loan packages for processing by obtaining missing documentation and other information from customers
  • Utilizes information gathered by the Mortgage Loan Originator to prequalify customers
  • Responds to customers' general questions regarding policy and procedures in the absence of the Loan Officer excluding all licensable activity
  • Works with appraisers to obtain official appraisal
  • Updates customers, real estate agents, and titles companies on the loan's progress
  • Coordinates and schedules loans closings
  • Maintains Loan Officers' databases of customer information
  • Assists Loan Officers with marketing campaigns through mail, email, and internet
  • Performs other administrative tasks, such as faxing, emailing, making telephone calls, to support the Loan Officer

Required Knowledge and Skills:

  • Solid knowledge and understanding of conventional, government and Jumbo loan requirements
  • Solid knowledge and understanding of state and federal real estate lending regulations
  • Solid knowledge and understanding of customer service and intrapersonal best practices

Required Education and Experience:

  • High School diploma or equivalency degree
  • Prior mortgage lending or related sales experienced 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 including 10 key

Travel Expectations:

  • Local travel may be required for company or career-related meetings, programs, and/or events.

Reasonable Accommodations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.