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Loan Origination Assistant

Description



The Loan Origination Assistant will provide administrative support to assigned Loan Officers by assisting with functions associated with loan prospecting, origination, processing, closing, and post-closing of residential mortgage loans.

Responsibilities include:
  • Assist with loan file preparation
  • Look up taxes and title fees
  • Look up taxers and title fees, order appraisals, flood certifications, payoffs, purchase agreements and other necessary documents prior to processing
  • Pull credit reports
  • Process applications that the Loan Officer takes over the phone
  • Act as a liaison between processing/underwriting/closing and the loan officer group
  • Maintain a monthly list of projected closings and follow-up with processing/closing to ensure completion
  • Answer phones
  • Filing and data entry
  • Perform daily office support functions to allow loan officers to pursue additional referral sources
  • Maintain a database of leads, current and past customers, realtors and sales individuals
  • Prepare monthly mailers for distribution
  • Communicate with referral sources, support staff and vendors on various items
  • Assist with sales presentations and seminars to various local trade associates and civic organizations
  • Pull Roostify from Empower
  • Put tasks in Roostify
  • Field calls from clients and send updates on the loan status
  • Assist with following up on documents and submit to processing for express approval
  • Look up loan keeper information
  • Run weekly reports to clients
  • Direct bills
  • Other duties as assigned


Requirements:
  • 2+ years of experience in mortgage origination and/or servicing preferred
  • Experience assisting a high producing Loan Officer preferred
  • Knowledge of mortgage/underwriting guidelines, pricing, marketing and loan processes
  • Ability to educate borrowers on loan products and processes
  • Exceptional customer service skills
  • Strong organizational skills
  • Strong communication skills, verbal and written
  • Ability to perform multiple tasks and prioritize responsibilities in a dynamic, fast paced working environment
  • Proficient computer skills (Word, Excel, Outlook, and other systems)


This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer

M/F/Disability/Vet.

Member FDIC | Equal Housing Lender | NMLS ID 401285

Requirements

 

Job Snapshot

Location US-TX-Plano
Employment Type Full-Time
Pay Type Hour
Pay Rate N/A
Store Type Banking
Apply

Company Overview

Colonial Savings

Since 1952, Colonial National Mortgage has been doing the right thing for homebuyers nationwide, helping them finance what is probably the biggest material investment of their lives. We retain the servicing on 99% of loans we make, which means we don't sell your loan to other companies once you close, so you always know who to call when you have questions. Learn More

Contact Information

US-TX-Plano
Colonial Savings
Snapshot
Colonial Savings
Company:
US-TX-Plano
Location:
Full-Time
Employment Type:
Hour
Pay Type:
N/A
Pay Rate:
Banking
Store Type:

Description



The Loan Origination Assistant will provide administrative support to assigned Loan Officers by assisting with functions associated with loan prospecting, origination, processing, closing, and post-closing of residential mortgage loans.

Responsibilities include:
  • Assist with loan file preparation
  • Look up taxes and title fees
  • Look up taxers and title fees, order appraisals, flood certifications, payoffs, purchase agreements and other necessary documents prior to processing
  • Pull credit reports
  • Process applications that the Loan Officer takes over the phone
  • Act as a liaison between processing/underwriting/closing and the loan officer group
  • Maintain a monthly list of projected closings and follow-up with processing/closing to ensure completion
  • Answer phones
  • Filing and data entry
  • Perform daily office support functions to allow loan officers to pursue additional referral sources
  • Maintain a database of leads, current and past customers, realtors and sales individuals
  • Prepare monthly mailers for distribution
  • Communicate with referral sources, support staff and vendors on various items
  • Assist with sales presentations and seminars to various local trade associates and civic organizations
  • Pull Roostify from Empower
  • Put tasks in Roostify
  • Field calls from clients and send updates on the loan status
  • Assist with following up on documents and submit to processing for express approval
  • Look up loan keeper information
  • Run weekly reports to clients
  • Direct bills
  • Other duties as assigned


Requirements:
  • 2+ years of experience in mortgage origination and/or servicing preferred
  • Experience assisting a high producing Loan Officer preferred
  • Knowledge of mortgage/underwriting guidelines, pricing, marketing and loan processes
  • Ability to educate borrowers on loan products and processes
  • Exceptional customer service skills
  • Strong organizational skills
  • Strong communication skills, verbal and written
  • Ability to perform multiple tasks and prioritize responsibilities in a dynamic, fast paced working environment
  • Proficient computer skills (Word, Excel, Outlook, and other systems)


This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer

M/F/Disability/Vet.

Member FDIC | Equal Housing Lender | NMLS ID 401285

Requirements

 
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Loan Origination Assistant Apply now