Loan Officer Associate - Remote

Overview

The Loan Officer Associate provides assistance to a designated Loan Officer(s) in originating and processing loans, ensuring exceptional customer service throughout the process.

In Short

• Represent the company professionally and provide exceptional customer service.
• Follow up on leads for potential borrowers.
• Assist the Loan Officer in pre-qualifying potential borrowers.
• Coordinate receipt of complete loan application packages.
• Communicate effectively about timelines and expectations.
• Follow up with borrowers for necessary items for loan submission.
• Manage the Loan Officer(s) calendar and appointments.
• Manage CRM, including follow-ups with leads and closed loans.
• Conduct pipeline management and scheduled reviews.
• Utilize designated sales tools and reporting methods.

Requirements

• Strong customer service skills.
• Ability to manage multiple tasks effectively.
• Experience with loan processing is preferred.
• Proficiency in CRM software.
• Excellent communication skills.
• Detail-oriented and organized.

Benefits

• Dynamic work environment promoting innovation.
• Opportunities for personal and professional growth.
• Supportive team culture.