Loan Officer Assistant
Alterra Home Loans
Rodriguez, Naples, FL, US
13h ago

Job Summary :

The Loan Officer Assistant’s primary role is to act as a liaison between Loan Officer, borrowers and operation departments.

Assist with ensuring clear communication for a smooth closing transaction.

Responsibilities :

  • Assist Loan Officer as needed (minus any licensed activity)
  • Assist in collection missing documentation for completion of loan file from borrowers
  • Work with the Processor to collect documentation to clear Loan Officer conditions
  • Update Loan Officer on status of conditions and copy Loan Officer on correspondence and requests for documentation
  • Stack file for processing
  • Perform basic office functions including, taking phone calls, scheduling meetings for loan officer, making copies
  • Perform other duties as assigned
  • Supervisory Responsibilities

    This position has no supervisory responsibilities.

    Requirements :

  • Knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA
  • Knowledge of principles and theories
  • Two (2) years prior mortgage or mortgage banking experience
  • Ability to deliver effective results and to meet deadlines
  • Reliable transportation, valid driver’s license and current automotive insurance
  • Sound judgment and decision-making skills
  • Ability to work under pressure and meet deadlines with minimal supervision
  • Excellent phone and service skills
  • Timely communication and response times according to department standards
  • Physical / Sensory Requirements :

  • Must be able to lift 25 pounds at a time
  • Bend, stoop and stretch as needed
  • Prolonged periods of sitting, standing and or ambulating (Employee has some control over the length of time)
  • Prolonged use of computers, telephone, and other standard office equipment which includes reading, writing, listening or speaking
  • Fluency in English language (written, oral, spoken); fluency in a second language desirable
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