Loan Officer Assistant
Lake Forest, CA US
Posted ago

We are looking for a motivated, organized individual who is resourceful, has a problem-solving nature and very attentive to detail. 

This person will be required to input all pre-approvals for the team, verify qualification, communicate concerns Underwriter may have and crunch numbers to send out pre-approval options to buyer. 

This role will also oversee our Lead Tracking system, keeping CRM updated so LO can effectively follow up with reminders set. Organization and qualification knowledge is key for this specific position.

  • Pre-approve all leads
  • Structure all deals
  • Taking loan app
  • Finding out payment preference, cash to close, etc.
  • Quoting pricing / payment
  • Sending pre-approval
  • DU and POF to realtor
  • Get BA signed
  • Explain closing costs
  • Rounding up all documents for all transactions
  • Rounding up all conditions from Underwriting for all transactions
  • Running Data Verify
  • Requesting and Inputting Fees from Escrow for LE
  • Going through Closing Disclosure with client
  • Setting up signings
  • Making sure final wire submit for funding (if applicable)
  • Making sure wire comes from account sourced
  • Sending wiring instructions from escrow
  • Advising on title/escrow for all refinances
  • Scheduling signing with notary
  • Weekly Updates on all purchases for Agents and Buyers
  • Running credit and analyzing credit to advise on any possible issues
  • Setting up file–completing full loan app
  • Run DU–check PIW code
  • Review Prelim and Transcripts when they come in
  • Confirm impounds if applicable
  • Confirm Vesting
  • Income Work Sheets, Sam Work Sheets, Rental Work Sheets
  • Review file to analyze whether full or limited review for HOA–if applicable
  • Let LO know when it is okay to lock loan
  • Get Home Owners Insurance Quote in for all purchases
  • Confirm Comp and which LO loan should be set up in
  • Make sure all contingency deadlines are met–if close to deadline make sure to get manager involved to help expedite

For example:

  • CD to go out by certain date to meet COE
  • Loan to leave Qual after 1 day
  • Loan to leave processing after 1 day
  • UW approval within 24-48 hours
  • Tracking process to be sure we meet deadlines
  • Pipeline manager to help assist here in expediting with you
  • Processing experience (2+ years)
  • Licensed–NMLS
  • Ability to work 1 day over the weekend if necessary
About W E L

W E L's customer service is our trademark. We are a new company, therefore the room for growth very much exceeds other opportunities. Our team is extremely close and culture is a very large key aspect of business. We are looking to grow our family!

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