Mortgage Loan Assistant

Position Overview:

 

The Loan Officer Assistant is responsible for managing the loan officers’ schedules and assists the Loan Partner. The Loan Officer Assistant I also manages the branch lead tracker, branch database, and maintains business rapport.

 

This position is Monday through Friday, with working hours of 9:00 a.m. to 5:00 p.m.
 

Job Responsibilities:
 

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
• Take all incoming calls.
• Assist Loan Partner II with clerical tasks, such as copying and faxing documents.
• Schedule regular weekly face-to-face meetings based on branch metrics and operations.
• Meet branch objectives specific to pre-qualifications and pre-approvals.
• Attend branch events to assist Loan Officer in building clientele.
• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.