Originating Loan Officer Assistant
Posted 1hrs ago
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Job Description
Loan Officer Assistant supporting Guild Mortgage’s residential loan origination and processing. Managing borrower documentation, credit analysis, disclosures, referrals, and customer communication.
Responsibilities:
- Conduct one-on-one consultations with clients to understand financial goals and mortgage eligibility
- Educate clients on mortgage products, terms, and options
- Assist with mortgage applications, documentation collection, and lending-guideline compliance
- Develop and maintain referral-source and client relationships
- Collaborate with underwriters, processors, realtors, and lenders
- Collect borrower documentation and complete applications and disclosures
- Analyze credit reports and financial scenarios to determine loan products
- Price loans, communicate fees, lock rates, and review closing disclosures
- Submit complete loan packages to processing
- Coordinate and distribute compliant marketing materials
- Keep clients and agents informed and provide customer service throughout the loan process
- Assist with appointment setting, lead callbacks, calendar management, databases, prequalification links, credit reports, and AUS findings
- Maintain approved programs and software systems
- Manage compliance-approved email marketing to realtors
- Prepare thank-you cards for referral sources and clients
- Perform other assigned duties
Requirements:
- High School Diploma or equivalent, required
- Minimum two years’ experience in mortgage lending or a related field, or a proven record of closing an average of four loans each month
- NMLS required
- Ability to manage multiple priorities
- Strong attention to detail and highly organized
- Strong sense of urgency and responsiveness
- Customer-service focus
- Patience and professionalism with internal and external customers
- Strong verbal and written communication skills
- Basic math skills
- Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications
- Ability to work in a fast-paced, metrics-driven environment
- Ability to learn tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions
- Ability to adhere to and apply process protocols
- Ability to work Monday through Friday during the business week
Benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- LTD insurance
- 401(k) with employer match
- Incentive compensation eligibility
- Competitive compensation
- Pleasant work environment
