Mortgage Loan Officer Assistant
PCL Financial Group
Thousand Oaks, CA US
Posted ago
PCL Financial Group

We are looking for a skilled mortgage loan officer assistant/Jr Loan Officer 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, start your application today!

Compensation dependent on experience.

We do prefer local if possible. We are located in Thousand Oaks, CA.

  • 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
  • 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
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
  • Screen and make calls, book appointments and provide administrative support as needed
  • Preferred degree in banking or finance, and a high school diploma or equivalent is required
  • Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
  • Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  • Highly motivated and goal-oriented with excellent customer service and communication skills
  • At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
$50,000 - $75,000 yearly
About PCL Financial Group

Our Company: We are a growing full-service mortgage banker. We are approved directly with Fannie/Freddie/Ginnie/VA direct Lender, headquartered in Southern California, with branches throughout the country. In-house processing, underwriting, funding with a supportive full staff, dedicated to providing superior service for the purchase and refinance market. Committed to providing our staff with the necessary programs and tools to ensure continued success and growth for years to come. We building and growing our division and provide a great opportunity for future growth.

We offer a great benefits package including medical benefits, voluntary vision, dental, disability, life insurance, and more. We pay 90% of the employee's ins benefit cost..

Equal Opportunity Employer

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