Home Loan/Mortgage Assistant

Project overview

-You’ll work with the loan officer to structure home loans for our clients and get them home loan ready -The loan officer will go out into the field to identify new business leads and pass the torch to you, so you can focus on reviewing income, customer credit, and documentation to assure a successful close -Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator -Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service -Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing -Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients -Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items

Category Admin Support
Subcategory Virtual Assistant
Project size Large
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed