Job Description
Simplify Home Loans, LLC is a Mortgage Broker Office dedicated to providing excellent customer service and a positive company culture. They are seeking a Mortgage Loan Assistant to support Loan Officers and Loan Processors, ensuring a smooth loan process from application through funding while maintaining effective communication with clients and vendors.
Responsibilities
- Follow up with prospects and leads to assist with application completion and document collection
- Help borrowers complete milestones in the loan application process
- Maintain communication with clients to ensure all required information is collected and accurately entered into the system
- Manage follow up tasks related to new loan setup, allowing Loan Officers to focus on originating new business
- Order and track all third-party services, including title, appraisal, payoff statements, and pest inspections
- Follow up with vendors to ensure timely delivery of ordered items
- Maintain detailed loan file notes and ensure all order-outs and documents are properly uploaded
- Support Processors by handling pre-processing tasks, allowing them to focus on clearing conditions and closing loans efficiently
- During high loan volume, focus primarily on supporting Loan Processors to move loans efficiently through funding
- During low loan volume, shift focus to assisting Loan Officers with lead follow-up, prospect outreach, and new loan setup
- Exhibit motivation, organization, and adaptability in a fast-paced environment
- Communicate professionally and effectively with borrowers, team members, and vendors
- Demonstrate a willingness to learn and grow within the mortgage industry, developing a broad understanding of both origination and processing functions
Skills
- Self-starter with strong time management and problem-solving skills
- Independent, organized, and detail-oriented
- Able to manage multiple deadlines and priorities effectively
- Eager to learn with a growth-oriented mindset
- Strong customer service and communication skills
- Honest, responsible, and able to use sound judgment
- Proficient with MS Word, Excel, Outlook, and Teams
- Ability to learn and operate loan origination systems quickly
- Encompass experience preferred
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Company Overview
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