Mortgage Loan Officer Assistant
Dahlin Mortgage Group
Murrieta, CA US
Posted ago
Dahlin Mortgage Group

As a Senior Loan Officer Assistant at Dahlin Mortgage Group, you lead the day to day administration and pipeline management. As a key leader of the day-to-day operations of the business, you are comfortable with building, implementing and leading operational structures, always looking for ways to increase efficiencies and improve systems. You will support the loan officers with their work by ensuring that all key information is gathered, analyzing the data provided, and providing follow up on files to obtain the materials needed to achieve the desired results. Not only do you have an extremely keen eye for detail, you are also tech savvy and can pick up new software quickly. You are a strong and effective communicator, both written and verbal, as you will be distilling important information quickly and accurately to both clients and the internal team.

Responsibilities

  • Communicate with borrowers via phone call, text, and email to obtain information and documentation needed for loan application, ensuring file is complete and all loan guidelines are met
  • Review application documents provided and analyze all details thoroughly to determine what, if any, additional data may be required
  • Assemble loan file as required for verifications and underwriting to include but not limited to: income and assets, credit reports, title and escrow, and additional mortgage application documentation as needed
  • Manage the pre-approval process through to processing, underwriting, and post-closing
  • Manage and maintain CRM to ensure client/borrower contacts are up-to-date in order to effectively and efficiently communicate market changes, loan statuses, and farm for referrals and refinance opportunities
  • Oversee the daily pipeline operations of the team and its various departments, ensuring deadlines are on track to being met
  • Participate in the implementation of policies and procedures consistent with those of the organization to ensure efficient and compliant operation, always looking for opportunities to improve systems
  • Provide assistance to top management in the planning, implementation, and evaluation of modifications to existing operations, systems, and procedures

Qualifications

  • Strong knowledge of residential real estate and mortgage principles and procedures
  • At least 7 years of work experience that can be demonstrated to be applicable to the duties listed on the job description
  • Strong knowledge of organizational structure, workflow, and operating procedures in the mortgage broker world
  • Technology savvy and ability to quickly figure out new software, portals, and processes; experience using MS Office, Whiteboard/Salesforce CRM, Monday.com, and/or ARIVE considered an asset
  • Having DRE/NMLS license is not required, but is preferred


Compensation
$17 - $20 hourly
About Dahlin Mortgage Group

Dahlin Mortgage Group is one of the leading and GROWING Mortgage Teams in Temecula Valley. Ranked #182 among Loan Originators and #39 among Mortgage Brokers in the Nation.

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