Loan Officer Assistant
hace 2 semanas
MOVE is a rapidly growing start-up company in Southern California that helps businesses grow and outsource virtual employees.
**Benefits**:
- Competitive salary
- Strong support system
- Salary increase starting on your first year of employment (only for full-time roles | based on performance)
- Monthly Performance Incentive (only for full-time roles | based on given metrics |can range from $40 - $50)
- Health benefit ($30/month)
- No computer activity monitoring
- Training materials for upskilling provided
- Paid holiday leaves (depending on the holidays that the client observes)
- Paid sick leaves (sick leave convertible to cash if perfect attendance)
- Paid planned leaves
- 13th month pay
- Internet Allowance ($25/month)
Key Responsibilities
- Assist loan officers in collecting and organizing necessary client documentation.
- Communicate with clients to address inquiries, provide updates, and request additional information.
- Schedule and manage appointments, meetings, and follow-ups for loan officers.
- Monitor loan timelines and deadlines, ensuring tasks are completed on schedule.
- Prepare and deliver reports on loan statuses and other operational metrics.
- Document new processes and procedures as they are set up in the loan origination system (LOS).
- Intake documents and update records to ensure compliance and accuracy.
- Continuously learn and train on loan processes to develop a deep understanding of the role.
- Support marketing efforts to generate new leads and referrals for loan officers.
- Perform ad hoc tasks to assist with loan processes and enhance team efficiency.
Requirements & Qualifications
- Education: Bachelor’s degree in Finance, Business Administration, or a related field.
- Experience: Minimum of 2 years in administrative support or customer service roles, preferably in financial services.
- Excellent organizational, time management, and multitasking abilities.
- Strong interpersonal and communication skills.
- Proficiency in loan processing systems and standard office software.
- Ability to document and implement new procedures effectively.
- Attention to detail and ability to handle confidential information responsibly.
- **Amenable to work Monday to Friday between 8 AM to 5 PM Mountain Standard Time (MST)**
Preferred Qualifications
- Experience working in loan processing or financial services support roles.
- Knowledge of lending regulations, loan products, and underwriting processes.
- Certification in administrative or financial support functions.
- Familiarity with customer relationship management (CRM) tools.
**Experience**:
- Customer Service: 2 years (required)
- Administrative Support: 2 years (required)
- Loan Processing: 1 year (required)
**Language**:
- English (required)
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