Mortgage Loan Assistant
CARE Finance Group
Folsom, CA US
Posted ago
CARE Finance Group
We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service then we need to talk!
Responsibilities
  • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction
  • Assist with administrative duties such as making and screening calls, booking appointments, etc.
  • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
  • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
Qualifications
  • Although not required, having an NMLS license or training is preferred
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Excellent customer service and communication skills and willing to go above and beyond for customers and team
  • Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Preferably 2-3 years of administrative support in a professional office or mortgage environment

  • High attention to detail and ability to adapt to situations quickly

Compensation
$37,000 - $47,000 yearly
About CARE Finance Group

CARE Finance Group is a local mortgage brokerage located in Folsom, CA. We are a small close-knit team that focuses on client satisfaction through our education first and technology forward platform.

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