[Hiring] Loan Officer Assistant @Knock

Role Description

Here at Knock we call our Loan Officer Assistant, Sales Assistant. In this position, you will support the customer journey from application to initial disclosures, provide an overview of Knock’s products and programs, and assist Loan Officers by seeing customers through to a successful closing.

• Assist Loan Officers by gathering required documentation to complete the loan application.
• Work with borrowers and partners to help borrowers become pre-approved for the Knock Bridge Loan.
• Successful and effective pipeline management consisting of 200+ loan applications per month, per loan officer.
• Ensure minimum submission requirements and documents are met prior to submitting loans for disclosure.
• Follow up on disclosed loans to ensure they are signed in a timely manner.
• Assist both Loan Officers and Loan Assistants with any borrower requests.
• Assist in assigning new loan files to Loan Officers.
• Understanding of TRID guidelines and Loan Estimates.
• Work with internal risk and loan officers to ensure loans are properly set up and documented in Encompass.
• Excellent customer service is second nature, with a natural inclination to assist others.
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success.
• Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships.
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned.
• Comfortable working autonomously - you search for your answer before asking a question.
• Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing.
• Continually learn, grow, and expand your knowledge of mortgage origination sales.
• Take on ad-hoc projects as they arise & always be willing to support your team where they need you.

Qualifications

• 1+ year experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant).
• Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire.
• Experience using LOS, Meridian Link, Blend and/or Google Suite required.
• You are comfortable with change and working in a fast-paced, fully remote startup environment.
• You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service.
• Ability to review and interpret internal guidelines.
• Process oriented with a keen eye for detail.
• Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock’s commitment to making an impact, learning, putting people first, being open, and courageous.
• Have proven success working 100% remote in prior positions & are experienced working with a distributed, national team.
• Education: High school diploma or equivalent.

Requirements

• Set up and constantly operate a computer.
• Communicate and exchange accurate information to others via telephone or internet video applications.
• The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation.

Benefits

• Base salary range for this position is $51,000–$56,000 USD.
• This role is eligible for an uncapped incentive plan (bonus).
• Top tier medical, dental, & vision benefits for full-time employees starting on the first day of employment.
• Flexible Paid Time Off for full-time employees.
• Paid parental leave for all full-time employees:
• 12 weeks paid parental leave for the birthing parent.
• 6 weeks paid parental leave for the non-birthing parent.
• One thousand annually for professional development.
• Life, AD&D and Disability insurance for full-time employees.
• 401K (noncontributory by Knock) for all employees.
• $75 monthly allowance for health & wellness.
• Up to $400 monthly for a co-working space for eligible employees.
• $100 monthly allowance for home internet, mobile phone or other communication devices.
• $2,500 referral bonus for eligible employees.