Loan Officer Assistant
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Flat Branch Home Loans
Chesterfield, MO, US
Summary
The Loan Officer Assistant supports Senior Mortgage Bankers by managing loan documentation, data entry, and pipeline progression. They also implement marketing strategies and facilitate communication between clients and the operations department to ensure timely closings.
Job Description
Description
Basic Description:
The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in following protocol while offering and developing a timely & efficient workflow to maximize and prioritize every aspect of origination support activities. Attention to detail and the ability to meet deadlines for each task is imperative.
Responsibilities:
- Support & collaborate with all of Flat Branch Operations Staff (i.e., Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary).
- Establish & implement comprehensive and marketing strategies to drive business development, build strong client relationships, and support the Senior Mortgage Banker in building strong realtor and client relationships.
- Manage Top of Mind and all of its functions (i.e., data entry, campaign facilitation, emails, phone calls, letters and anything else deemed necessary and/or appropriate).
- Create, implement, and manage necessary procedures to maximize team efficiency and provide tools for success (i.e., pipeline progression and workflow)
- Gather, analyze, upload and label all necessary documentation into the Encompass e-folder.
- Timely follow-up of critical documents from clients to facilitate a timely closing.
- Data entry, facilitating credit pulls, running of DU/LP and GUS through our LOS
- Setting appointments and/or organizing business related gatherings
- Enhance relationships with clients and strategic referral partners via marketing documents.
- All other duties as assigned.
Requirements
Qualifications & Skills:
- Experience with mortgage loans/LOA role, required
- Technical proficiencies with various software programs, desired
- Extreme attention to detail
- Excellent communication skills, verbal & written
- Self-starter/Self-motivator
- Ability to multi-task
- Willingness to learn while picking things up in a timely manner simultaneously
- Prolonged periods sitting at a desk and working on a computer
- Occasional travel, although minimal, may be required throughout the year, as needed.
- Attention to detail and organizational skills, must be able to juggle tasks and deadlines
- Experience working with vendors and contractors (preferred, not required)
- Negotiation and budgeting skills
- Spread company culture to each location
A Career with Ownership. A Team that Feels Like Family.
Flat Branch Home Loans offers more than a paycheck. We provide a comprehensive benefits package and a culture built around employee success, growth, and ownership.
Our benefits include health, dental, and vision coverage, a 401(k) with company Safe Harbor contributions, an Employee Stock Ownership Plan (ESOP), paid time off, paid holidays, life and disability insurance, and access to healthcare advocacy services through HealthJoy. Most importantly, you'll join a team where employees are valued, supported, and empowered to make a difference in the communities we serve.
At Flat Branch Home Loans, we know home is more than just a place. Since 2005, we've been helping families all across the Midwest achieve homeownership. As an ESOP, or employee-owned company, with over 90 branches and licensed in 38 states, we are proud to be the #2 USDA lender in the country. We lead with honesty, kindness, and a true commitment to our borrowers, whether we are guiding a first-time buyer or supporting a seasoned homeowner.
Serving the communities we live and work in is a core part of our mission. The Giving Branch, a non-profit organization for philanthropic giving, is 100% funded by the employees of Flat Branch Home Loans. The Giving Branch has given more than 5 million dollars back to the local communities.
Together with our partner entities Flat Branch Insurance Services, Flat Branch Mortgage Services, Flat Branch Bank, and The Giving Branch, we offer a full network of care and support. At Flat Branch, we're more than a mortgage lender; we are your fellow community members, friends and neighbors.
Founded
2005
Company size
501-1,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Columbia, Mo
At Flat Branch Home Loans, we know home is more than just a place. Since 2005, we've been helping families all across the Midwest achieve homeownership. As an ESOP, or employee-owned company, with over 90 branches and licensed in 38 states, we are proud to be the #2 USDA lender in the country. We lead with honesty, kindness, and a true commitment to our borrowers, whether we are guiding a first-time buyer or supporting a seasoned homeowner.
Serving the communities we live and work in is a core part of our mission. The Giving Branch, a non-profit organization for philanthropic giving, is 100% funded by the employees of Flat Branch Home Loans. The Giving Branch has given more than 5 million dollars back to the local communities.
Together with our partner entities Flat Branch Insurance Services, Flat Branch Mortgage Services, Flat Branch Bank, and The Giving Branch, we offer a full network of care and support. At Flat Branch, we're more than a mortgage lender; we are your fellow community members, friends and neighbors.
Founded
2005
Company size
501-1,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Columbia, Mo