Client Direct Mortgage ? Licensed Loan Officer Assistant ? Walnut Creek, CA

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

Job title: Licensed Loan Officer Assistant

Company: Client Direct Mortgage

Job description: Client Direct Mortgage is a nationwide direct lender and innovative mortgage company expanding its Processing Team. Our focus is to provide borrowers with competitive rates, fast closings, and excellent customer service.

Responsibilities
? Assist loan officer in setting up new loan files.
? Assure files are meeting SLA requirements.
? Notify and/or assist loan officers in resolving SLA violations
? Speak with investor account executives to gain high subject matter knowledge on products offered
? Achieve a high subject matter level on renovation loans.
? Assist with structuring loans.
? Satisfy tickets relating to pricing or scenarios issued by loan officers.
? Assist Loan Officers in pricing out scenarios.
? Continuously communicate with investors to stay on top of new loan products.
? Follow up with stale or canceled files to see if opportunities exist to the resale client.

Qualifications
? NMLS License
? 2 years of experience
? Understand loan process file flow.
? Understand the required documents for refinance and purchase loans.
? Loan product knowledge a plus
? Desire to learn new loan products.

Schedule
? In-office possible remote one day per week

Salary
? Competitive salary

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Location: Walnut Creek, CA

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