Mortgage Lender Officer Assistant
PBJ Mortgage powered by Efinity Financial
Lewisville, TX US
Posted ago
PBJ Mortgage powered by Efinity Financial
We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business. You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!
Responsibilities
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Provide administrative support such as screening and making calls, booking appointments, etc.
  • Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Qualifications
  • 2-3 years of professional office environment and administration or mortgage experience preferred
  • Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
Compensation
$45,000 - $80000
About PBJ Mortgage powered by Efinity Financial

Our Mission:

We are seeking to change the Mortgage industry by embracing TOTAL TRANSPARENCY in everything we do so that our employees and customers can enjoy the best experience and value possible

Our Values:

  • Total Transparency
  • Live life's passions
  • Integrity in everything we do
  • Pioneer impact innovations
  • Facilitate the perfect process
  • Win together long-term

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