Loan Officer Assistant @Guild Mortgage
Sales / Business
Salary unspecified
Remote Location
🇺🇸 USA Only
Job Type full-time
Posted 3d ago

[Hiring] Loan Officer Assistant @Guild Mortgage

3d ago - Guild Mortgage is hiring a remote Loan Officer Assistant. 💸 Salary: unspecified 📍Location: USA

Role Description

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 performs the Lead to Contract duties.

Essential Functions

  • Lead to Contract duties:
    • Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer.
    • 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.
  • Additional common duties:
    • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies.
    • Pricing loan in accordance with Guild’s policies and communicating fees to operations team.
    • Quoting rates and making commitments regarding locking to customer.
    • Maintain referral source relationships through quick response time and excellent custom service.
    • Prepare and send thank you cards to referral sources and new clients.
    • Collect supporting documentation from customer, gathering necessary documentation for pre-approval.
    • Act as a point of contact for the customer and referral source, keeping them informed throughout the process.
    • Discuss product features with customer.
    • Perform other duties as assigned.

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.

Requirements

  • Travel: 0%
  • 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.

Benefits

  • Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
  • This position offers eligibility for incentive compensation.
  • Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.
Before You Apply
🇺🇸 Be aware of the location restriction for this remote position: USA Only
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Loan Officer Assistant @Guild Mortgage
Sales / Business
Salary unspecified
Remote Location
🇺🇸 USA Only
Job Type full-time
Posted 3d ago
Apply for this position
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Applied
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Interview Scheduled
Interview Completed
Offer Accepted
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🇺🇸 Be aware of the location restriction for this remote position: USA Only
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
Did not apply
Applied
Sent Follow-Up
Interview Scheduled
Interview Completed
Offer Accepted
Offer Declined
Unlock 152,720 Remote Jobs
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