Loan Officer Assistant

🔥 23 minutes ago

☕ Washington – Remote

☕ Washington – Remote

💵 $17 - $28 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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Guild Mortgage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1960

💸 Finance

🏠 Real Estate

Finance • Real Estate

Guild Mortgage is a U. S. -based mortgage lender and loan servicer that provides a wide range of home financing products and services to consumers and business partners. The company offers purchase and refinance mortgages, including conventional, FHA, VA, USDA, jumbo, renovation, construction, reverse mortgages, HELOCs, and specialty programs and down-payment assistance. Guild Mortgage operates nationwide through local branches and loan officers, supports borrowers with servicing and online account management, and partners with builders, real estate agents, title agents, and correspondents.

📋 Description

• Acting as a primary point of contact for the customer • 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 • Send new clients online pre-qualification link on behalf of originator • 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 • Monitor key dates related to loan transactions and respond accordingly • Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature • Maintain customer contact to ensure follow-up of loan application • Provide support in the collection and preparation of submitting loan application with supporting documentation to processing

🎯 Requirements

• High school diploma or equivalent preferred • At least two years of experience in Mortgage lending or related field • Active MLO licensing required • Ability to manage multiple priorities • Strong detail orientation and highly organized • Works with a strong sense of urgency and responsiveness • Passionate about delivering excellence in customer service • Demonstrated patience and professionalism when interacting with both internal and external customers • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required • Strong verbal and written communication skills • Basic math skills • Ethical, with a commitment to company values.

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • Life insurance • AD&D • LTD • 401(k) with employer match