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Loan Officer Assistant

Tacoma, WA

Order: 73911

Seeking a Loan Officer Assistant for a permanent position in Tacoma, WA.

The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties.

Qualifications

  • High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.

  • Active MLO licensing required.

  • Ability to manage multiple priorities; strong detail orientation and highly organized.

  • Works with a strong sense of urgency and responsiveness.

  • Passionate about delivering excellence in customer service.

  • Demonstrated patience and professionalism when interacting with both internal and external customers.

  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.

  • Strong verbal and written communication skills. Basic math skills.

  • Ethical, with a commitment to company values.

Essential Functions

Lead to Contract duties:

  • Assist originator in appointment setting with prospective and new applicants.

  • Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.

  • Set and confirm appointments for originator and manage calendar.

  • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.

  • Assist the originator with obtaining an accurate and thorough 1003.

  • Analyze customer’s credit and financial scenario and determining appropriate loan product(s).

  • Run credit on loans assigned to an originator

  • Run AUS findings and prepare the Initial Fee Worksheet.

  • Pull and prep web applications and other duties; including updating credit reports and AUS findings.

  • Request status updates from pre-approved clients and referral sources (weekly TBD calls).

  • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.

  • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.

  • Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:

  • Monitor key dates related to loan transactions and respond accordingly.

  • Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.

  • Manage assigned originator's database; tracking active loan(s) and entering data as needed.

  • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.

  • Provide support in the collection and preparation of submitting loan application with supporting documentation to processing.

  • Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.

  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).

  • Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer.

  • Provide any necessary assistance through production and underwriting process.

  • Answer customer inquiries related to active loan, and/or loan application status.

Requirements

  • Physical: Work is primarily sedentary; mobility in an office setting.

  • Manual Dexterity: Frequent use of computer keyboard and mouse.

  • Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

  • Environmental: Office environment – no substantial exposure to adverse environmental conditions.

 

DISCLAIMER:

SUNA Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.