Team Loan Officer - Remote

Overview

The Team Loan Officer provides assistance to a designated Loan Officer(s) in originating and processing loans, focusing on customer relationships and effective communication.

In Short

• Building rapport with customers
• Following up on leads for potential borrowers
• Assisting the Loan Officer in pre-qualifying potential borrowers
• Coordinating receipt of a complete and accurate loan application package
• Communicating effectively and quickly to ensure timely loan closures
• Following up with borrowers for items needed for loan submission
• Execution of disclosures and submission of loan file for processing
• Managing the Loan Officer(s) calendar
• Managing the CRM for follow-ups with leads
• Pipeline management and scheduled reviews

Requirements

• Experience in loan processing or related field
• Strong communication skills
• Ability to manage multiple tasks and priorities
• Familiarity with CRM systems
• Detail-oriented with strong organizational skills

Benefits

• Dynamic work environment
• Opportunities for professional growth
• Supportive team culture