Job Description

We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end.

Effective communication skills are essential for building relationships that help us obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today!

$47,500 + bonus

• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
• Screen and make calls, book appointments and provide administrative support as needed
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
• Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork

• Assemble loan documentation as required for verifications and underwriting, such as loan files, loan packages, credit reports, and additional mortgage application paperwork
• Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
• Act as the primary contact between clients and our company, and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator
• Screen and make calls, book appointments, and provide administrative support as needed

• Having an NMLS license is not required, but is preferred
• Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Highly motivated and goal-oriented with excellent customer service and communication skills
• Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
• College degree in finance or banking preferred. High school diploma or equivalent required

• Local candidates only – relocation not provided
• Previous mortgage experience required
• NMLS license or training is not required, but is desired
• Excellent customer service and communication skills, and willing to go above and beyond for customers and the team
• Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
• Preferably 2-3 years of administrative support in a professional office or mortgage environment

Efinity Mortgage has a mission to equip and enable people to live their life's passions. Our core values are:

• Total transparency
• Facilitate the perfect process
• Integrity in everything we do
• Pioneer impactful innovations
• Live life's passions
• Win long-term, together

Compensation details: 47500-47500 Yearly Salary

PIc60f07061689-30492-39099007

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