Loan Officer Assistant

Posted 2025-03-14
Remote, USA Full-time Immediate Start

About the position

The Loan Officer Assistant at United Trust Bank plays a crucial role in supporting mortgage loan officers to enhance loan production levels. This position involves direct interaction with customers, loan officers, and processors to ensure a seamless customer experience and timely loan closings. The role is based in Perkasie, PA, and is not remote, requiring full-time commitment with a pay range of $20 to $25 per hour plus bonuses.

Responsibilities
? Assist in reviewing mortgage loan applications and documentation, including phone and computer work, printing, copying, scanning, and emailing documents.
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? Review mortgage loan disclosure packages and deliver them to the borrower.
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? Create rate disclosure and re-disclosure packages and deliver them to the borrower.
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? Review documents and entire loan files to prevent problems by highlighting deficiencies and notifying the mortgage loan officer or loan processor.
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? Clarify and correct information and obtain additional information as necessary via phone or email.
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? Provide general clerical and phone support to loan officers and/or loan processors as needed.
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? Work with management to provide support in various stages and areas of lending and processing as needed.
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? Assist in managing a pipeline consisting of conventional FHA, VA, USDA, and NonQM loans.
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? Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.

Requirements
? Ability to deliver polite, educated, and professional customer service over the phone and in person.
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? Ability to handle a variety of administrative tasks; knowledge of general banking regulations and procedures.
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? Strong/advanced computer abilities, including Microsoft Word, Microsoft Excel, and Microsoft Outlook, as well as internet navigation, social media, and CRM systems.
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? Ability to take on responsibility, show initiative, use sound judgment, and make and act on decisions.
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? Knowledge of lending terminology and the ability to speak with borrowers regarding lending requirements.
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? Prior experience with client relationships and the ability to cultivate new relationships.
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? Excellent communication (verbal and written) and customer service skills.
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? Encompass experience is a plus.
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? Prefer 2 years' experience as a licensed Loan Officer or high volume processor.
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? High school diploma.

Nice-to-haves
? Experience in mortgage servicing.

Benefits
? 401(k)
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? 401(k) matching
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? Dental insurance
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? Employee assistance program
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? Employee discount
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? Health insurance
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? Health savings account
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? Life insurance
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? Paid time off
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? Referral program
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? Vision insurance
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? Wellness program
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? Bonus opportunities

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