Mortgage Loan Officer Assistant
Amerifirst Financial, INC
Redding, CA US
Posted ago
Amerifirst Financial, INC

Responsible for taking incoming lead calls, tracking Leads and following up to schedule client consultations with the Loan Officer. In preparing the loan pre-approval, the Loan Partner pulls and analyzes applicant credit information, and reviews income and asset documents. Sets up appointments for the loan office.


  • Take in and keep organized leads for LO
  • Call back new leads within one hour; maintain a 35% + conversion rate
  • Schedule initial consultations
  • Meet company objectives specific to pre-qualifications and pre-approvals
  • Database management-update both client and referring partner database with current and up to date information
  • Attend company events to assist Loan Officer in building clientele
  • Complete and maintain company-assigned checklists, prospect follow up, file set-up, analysis’ within allotted company deadlines
  • Request and obtain referrals from current clients and realtor partners
  • Runs automated underwriting (DU or LP)
  • Issues pre-approvals consistent with DU or LP findings


  • High school diploma or equivalent required
  • Excellent customer service skills
  • Excellent verbal and written communication skills
  • Self Motivated, Great Work Ethic and High Level of Integrity
  • High Computer proficiency is required including MS Office and the ability to learn new computer programs and software
  • Although not required, having an NMLS license, preferred with the requirement to secure your NMLS license within 90 days of starting
  • Compensation bonus potential

$16 - $20 hourly
About Amerifirst Financial, INC

AmeriFirst Financial helps home buyers find the right mortgage according to their financial goals. We value each of our team members and business associates by implementing integrity, positive attitudes, and strong work ethic. By creating strong relationships with our clients, we have developed a family-friendly atmosphere in our office and over the phone. We take pride in giving great service to our clients and treating our employees with respect.

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