Loan Officer Assistant
Posted 22hrs ago
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Job Description
Loan Officer Assistant supporting Knock’s homebuying bridge-loan application and closing process. Managing documentation, disclosures, borrower requests, and loan pipelines remotely.
Responsibilities:
- Support the customer journey from application to initial disclosures
- Provide an overview of Knock’s products and programs
- Assist Loan Officers by seeing customers through to a successful closing
- Gather required documentation to complete loan applications
- Work with borrowers and partners to help borrowers become pre-approved for the Knock Bridge Loan
- Manage a pipeline of 200+ loan applications per month, per loan officer
- Ensure minimum submission requirements and documents are met before submitting loans for disclosure
- Follow up on disclosed loans to ensure timely signing
- Assist Loan Officers and Loan Assistants with borrower requests
- Assign new loan files to Loan Officers
- Apply understanding of TRID guidelines and Loan Estimates
- Work with internal risk and loan officers to ensure loans are properly set up and documented in Encompass
- Provide excellent customer service and respond to all emails and voicemails
- Meet or exceed individual quotas and company metrics
- Work autonomously and search for answers before asking questions
- Promote a People First culture and best-in-class customer service from lead to closing
- Continually learn and expand knowledge of mortgage origination sales
- Take on ad-hoc projects and support the team as needed
Requirements:
- 1+ year experience as a Mortgage Loan Originator or Sales Assistant (Loan Officer Assistant)
- Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire
- Experience using LOS, Meridian Link, Blend and/or Google Suite required
- Comfortable with change and working in a fast-paced, fully remote startup environment
- Team player and fantastic communicator (written and verbal)
- Ability to review and interpret internal guidelines
- Process oriented with a keen eye for detail
- Proven success working 100% remote in prior positions and experience working with a distributed, national team
- High school diploma or equivalent
- Able to perform essential functions with or without reasonable accommodation
- Able to constantly operate a computer
- Able to communicate and exchange accurate information via telephone or internet video applications
Benefits:
- Uncapped incentive plan (bonus)
- Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
- Flexible Paid Time Off for full time employees
- Paid parental leave for all full time employees: 12 weeks paid parental leave for the birthing parent; 6 weeks paid parental leave for the non-birthing parent
- One thousand annually for professional development
- Life, AD&D and Disability insurance for full time employees
- 401K (noncontributory by Knock) for all employees
- $75 monthly allowance for health & wellness
- Up to $400 monthly for a co-working space for eligible employees
- $100 monthly allowance for home internet, mobile phone or other communication devices
- $2,500 referral bonus for eligible employees
- 100% remote work culture
- Flexible, people-first approach
- Supportive, growth-oriented environment
- Commitment to diverse, equitable, and inclusive culture
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