Loan Officer Assistant

at  Rosegate Mortgage

Position Summary: Are you a Mortgage Loan Officer Assistant looking for a great opportunity? Apply now to join our growing team! The ideal candidate is smart, honest, driven, and someone who thrives working within a team. You will provide comprehensive support to a team of Mortgage Loan Officers by managing both administrative and operational tasks. This is a critical role to ensure a smooth loan experience from application to closing, as you will be working directly with Loan Officers, Loan Processors, and Clients.

QUALIFICATIONS:

• 2+ years of experience in a mortgage or banking environment.
• Experience analyzing different types of client income (W2, 1099, Tax Returns, etc.).
• Ability to multi-task and remain organized.
• Proficient in CRM, LOS, & POS systems.
• Experience working with multiple lenders.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced and team-oriented environment.
• Bilingual in English and Spanish is preferred, but not required.

• Gather and organize necessary documentation from clients, including income statements, tax returns, and identification.
• Ensure all documents are complete, accurate, and comply with regulatory requirements.
• Review and analyze clients’ income sources and financial statements.
• Perform calculations to verify and document clients’ income for loan qualification purposes.
• Evaluate clients’ asset documentation, including bank statements and investment records.
• Ensure accuracy and completeness of asset information in the loan application.
• Facilitate electronic signing of loan documents by clients.
• Ensure all necessary e-signatures are obtained and documents are properly filed.
• Order property appraisals as required by the loan process.
• Coordinate with appraisal vendors and ensure timely delivery of appraisal reports.
• Monitor and track the progress of loan applications through various stages of the pipeline for assigned loan officers.
• Maintain accurate and up-to-date records in the loan management system.
• Communicate with clients and internal team members to address any issues or delays.