Job Description

A Loan Originator Assistant (LOA) will assist the Loan Originator(s) in managing aspects of the customer pipeline.

Major Responsibilities:

• Manage the client pipeline and maintain the database of current and potential clients, which includes, but is not limited to, entering current and accurate information into our system.

• Assist the Loan Originator in marketing efforts and lead generation.

• Request client referrals.

• Make appointments with, meet with, and work with clients regarding loan application and associated processes.

• Gather loan documentation and ensure all documentation is done properly and moving through the process in a timely manner.

• Facilitate effective communication between all parties involved in the application/filing process.

• Assist Loan Originator in general administrative and clerical duties.

• If currently NLMS licensed: Make outbound calls. Assist Loan Originator in completing and processing loan applications. Stand-in with clients in place of the Loan Originator as requested by the LO.

• Performs other duties as assigned.

• Represent Nations Reliable Lending, LLC in a professional manner by dressing professionally daily while in the office or when attending events.

• Practice Nations Reliable Lending, LLC Core Values: I C.A.R.E. (Integrity and Honesty, Communication, Accountability, Reliability, Empowering).

Knowledge/Skills/Experience/Expectations:

• Must have excellent customer service skills, able to work in a team environment and proficient with computers.
• Basic to Intermediate computer skills in Microsoft Office, including Word, Excel, and Outlook are required.
• Encompass experience preferred.
• Excellent written and oral communication skills.
• Analytical with good attention to detail.
• Good judgment and the ability to work independently.
• Good math skills.
• Ability to multitask, work well under time constraints and within deadlines.
• High School diploma or equivalent.
• Experience in mortgage banking or related industry preferred

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