Loan Originator Assistant 3

PLACE is seeking a Loan Originator Assistant 3, a vital support role within their sales team. The LOA 3 will assist loan originators with leads, loan files, and provide essential administrative support while ensuring excellent communication with clients and realtors throughout the loan process.

Responsibilities

• Facilitate the initial contact to leads for loan originators and teams and complete a discovery call
• All discovery calls, notes, interaction and lead lifecycle to be recorded and tracked in Hubspot (CRM system)
• Discuss loan process, timing and general list of documents for loan approval to set the expectation for client during entire process
• Coordinate discussions between the loan originator, referral partners, and clients as a primary contact throughout the lifecycle of the loan process and arrange meetings to ensure any follow-up actions are completed
• Promote Envoy's products to real estate agents, home buyers, leads, and referral sources while tracking and managing follow ups
• Assist with call backs to prospects and scheduling that require a phone consult prior to a face to face or virtual meeting
• Assist in managing a lead pipeline through Hubspot for teams
• Request and gather relevant information/documents from the borrower to complete the application as needed
• Follow up and respond to customer and in-house inquiries on transactions to offer superior customer service
• Enter loan applications into Loan Origination System (License Required) and assign originator or additional team member necessary tasks to keep loans moving through the process
• Review all loan data & documents received checking for inconsistencies & omissions, reporting any errors to the originator
• Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan
• Responsible for periodic status calls to all parties involved in transaction (clients, realtors, loan originators, etc.)
• Send out correspondence – thank you cards, closing cost calculators, etc
• Become familiar with Envoy's process, policies, and procedures
• Maintain regular attendance and able to work in the office Monday-Friday during regular office hours, plus potential overtime, as necessary
• General clerical and phone support, as needed
• Additional duties may be assigned as business requires

Skills

• High school diploma or equivalent, Bachelor's degree is a plus
• 1+ years of experience as a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter preferred
• Knowledge of Microsoft Excel, Word, and Outlook
• Working knowledge / Proficiency in Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and originating systems, Encompass experience preferred
• Ability to learn, or have past in-depth experience, in mortgage banking process, with a preference in residential mortgage banking
• Ability to analyze issues and create effective resolutions, while managing multiple projects concurrently
• Ability to process, organize and interpret large amounts of data, which reflects loan files
• Excellent customer service skills and adept at working in a team environment
• Must be a self-starter who is reliable, detail oriented with the ability to resolve issues
• Exceptional follow-up, time management, interpersonal, and verbal and written communication skills
• Willingness to learn, self-motivated, social media savvy and a forward thinker
• 1+ years of experience as a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter preferred
• Working knowledge / Proficiency in Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and originating systems, Encompass experience preferred

Benefits

• Health Insurance
• Paid Time Off (PTO)
• Paid Holidays
• 401(k)

Company Overview

Company H1B Sponsorship