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Loan Officer Assistant

Description

CAREER OPPORTUNITY:

Loan Officer Assistant | Mortgage Servicing | Charlotte, NC

Terms: Long term Contract with potential for Direct Hire in 6+ months. Attractive benefits offered via CSI Financial during contract period.

Roles open: 6 (please share with your fellow mortgage network #workwithfriends)

Position Responsibilities: 

  • Answers telephone inquiries and written inquiries concerning loan processing and information.
  • Provide superior customer service, engaging with consumers and providing proactive support to the LO
  • Ability to manage a pipeline and collect documents pertinent to mortgage loan origination
  • Ability to assist in reviewing loan applications and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnight documents, etc.
  • Work directly with the borrower to collect documentation with sufficient urgency and follow up such that the loan is ready for set up within 3 days of disclosure
  • Follows-Up on documentation as needed by the LO or Processor

Qualified Candidates will have the following:

  • 1+ years of relevant experience
  • Ability to multi-task in an environment where priorities and needs change quickly.
  • Good interpersonal skills and a proven ability to interact effectively with a team.
  • Possess superior customer service skills
  • Positive outlook and optimistic character traits 
  • Experience with Encompass preferred

Encompass experience is NOT necessarily required but is preferred. 

Job Purpose: This is an administrative support role to the Sales Managers and a tenured SVP. Experience and familiarity with mortgage loan documents is required in addition to a high level of analytical ability, attention to detail and strong organization skills. This is a high visibility role working with the Sales Managers and a Senior Executive. A mature and professional demeanor is required.

Profile Target: The ideal Candidate will have a background or experience as a mortgage loan processor, loan officer assistant, mortgage document reviewer or similar administrative role within mortgage industry.

Team: Reporting to the SVP of Mortgage Loan Origination and working closely with Loan Officers & Sales Managers.

Start date: ASAP (need to clear credit, criminal & education verification prior to starting)

Schedule: Full-time, M - F 8:00am - 5:30pm

Who is CSI Financial's Client?

Founded over a decade ago, our Client is a fully-licensed agency and non-agency subservicer for commercial banks, credit unions, mortgage companies and hedge funds. The Charlotte, NC based company currently services over $75 billion worth of mortgage assets, which are comprised of its own assets and loans subserviced for many other investor types nationwide.

Leadership Competencies

  • Self-starter that can proactively manage projects and multiple priorities
  • Work both collaboratively and autonomously with minimal supervision on broadly defined assignments
  • Operate with tact and diplomacy in situations of conflict and controversy
  • Demonstrate excellent communication and presentation skills

How to Directly Apply: Qualified mortgage professionals should send the following to Zac Kendrick at [Click Here to Email Your Resumé]. Complete applicant submissions will take priority.

  • Resume
  • Telephone number
  • Email Address
  • Best times of availability for phone calls (include time zones)
  • LinkedIn
  • References
  • Education (completed & pending)
  • Current location (include zip code)

Requirements

 

Job Snapshot

Location US-NC-Charlotte
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Executive
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Company Overview

The CSI Companies

The CSI Companies and its four divisions provide national staffing solutions by placing top talent in the technology, financial, accounting, healthcare, and other professional industries across the country. The CSI Companies are part of Recruit Global Staffing, active in Asia, Europe, North America and Oceania. Recruit Global Staffing is a leading global HR service provider, part of Recruit Holdings Co., Ltd. To learn more about The CSI Companies, visit thecsicompanies.com. Learn More

Contact Information

US-NC-Charlotte
Snapshot
The CSI Companies
Company:
US-NC-Charlotte
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Executive
Store Type:

Description

CAREER OPPORTUNITY:

Loan Officer Assistant | Mortgage Servicing | Charlotte, NC

Terms: Long term Contract with potential for Direct Hire in 6+ months. Attractive benefits offered via CSI Financial during contract period.

Roles open: 6 (please share with your fellow mortgage network #workwithfriends)

Position Responsibilities: 

  • Answers telephone inquiries and written inquiries concerning loan processing and information.
  • Provide superior customer service, engaging with consumers and providing proactive support to the LO
  • Ability to manage a pipeline and collect documents pertinent to mortgage loan origination
  • Ability to assist in reviewing loan applications and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnight documents, etc.
  • Work directly with the borrower to collect documentation with sufficient urgency and follow up such that the loan is ready for set up within 3 days of disclosure
  • Follows-Up on documentation as needed by the LO or Processor

Qualified Candidates will have the following:

  • 1+ years of relevant experience
  • Ability to multi-task in an environment where priorities and needs change quickly.
  • Good interpersonal skills and a proven ability to interact effectively with a team.
  • Possess superior customer service skills
  • Positive outlook and optimistic character traits 
  • Experience with Encompass preferred

Encompass experience is NOT necessarily required but is preferred. 

Job Purpose: This is an administrative support role to the Sales Managers and a tenured SVP. Experience and familiarity with mortgage loan documents is required in addition to a high level of analytical ability, attention to detail and strong organization skills. This is a high visibility role working with the Sales Managers and a Senior Executive. A mature and professional demeanor is required.

Profile Target: The ideal Candidate will have a background or experience as a mortgage loan processor, loan officer assistant, mortgage document reviewer or similar administrative role within mortgage industry.

Team: Reporting to the SVP of Mortgage Loan Origination and working closely with Loan Officers & Sales Managers.

Start date: ASAP (need to clear credit, criminal & education verification prior to starting)

Schedule: Full-time, M - F 8:00am - 5:30pm

Who is CSI Financial's Client?

Founded over a decade ago, our Client is a fully-licensed agency and non-agency subservicer for commercial banks, credit unions, mortgage companies and hedge funds. The Charlotte, NC based company currently services over $75 billion worth of mortgage assets, which are comprised of its own assets and loans subserviced for many other investor types nationwide.

Leadership Competencies

  • Self-starter that can proactively manage projects and multiple priorities
  • Work both collaboratively and autonomously with minimal supervision on broadly defined assignments
  • Operate with tact and diplomacy in situations of conflict and controversy
  • Demonstrate excellent communication and presentation skills

How to Directly Apply: Qualified mortgage professionals should send the following to Zac Kendrick at [Click Here to Email Your Resumé]. Complete applicant submissions will take priority.

  • Resume
  • Telephone number
  • Email Address
  • Best times of availability for phone calls (include time zones)
  • LinkedIn
  • References
  • Education (completed & pending)
  • Current location (include zip code)

Requirements

 
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