Loan Officer Assistant

Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner / buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and / or Contract to Close duties.

Essential Functions

Lead to Contract duties :

• Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer.
• Assist originator in appointment setting with prospective and new applicants.
• Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
• Set and confirm appointments for originator and manage calendar.
• Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
• Assist the originator with obtaining an accurate and thorough 1003.
• Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
• Run credit on loans assigned to an originator
• Run AUS findings and prepare the Initial Fee Worksheet.
• Pull and prep web applications and other duties, including updating credit reports and AUS findings.
• Request status updates from pre-approved clients and referral sources (weekly TBD calls).
• Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
• Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
• Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties :

Additional common duties :

Qualifications

Supervision

Requirements

Audio / Visual : Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud / viewed on a screen, as well as print and other media.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.