Mortgage Loan Officer Assistant

Location: Pensacola, Florida
Category: Accounting and Finance
Employment Type: Contract
Job ID: 16699
Date Added: 06/19/2024

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Mortgage Loan Officer Assistant
About the role:
Our client, one of the largest Credit Unions, is seeking several individuals to join their team as Mortgage Loan Officer Assistants. This position is located in Pensacola, FL and will require candidates to be located locally to train on site. 

Basic Purpose:
To assist Loan Officers in facilitating the completion of mortgage loan applications. To collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquires to help them collect required information and complete any necessary documentation.
  • Assist Loan Officers with loan documentation/review efforts and provide support throughout the loan application process
  • Ensure progress and inclusion of required mortgage loan application information (e.g. required documentation, assets, income and liabilities, etc.)
  • Review loan application packages for completeness, data integrity and accuracy and to determine if additional action and/or supporting documentation is required; to check for possible fraud and/or inconsistencies
  • Review moderately complex files, identify issues, and determine solutions prior to submission for credit review and/or processing
  • Ensure loan documentation is properly executed in conformance with legal regulatory and Navy Federal policy standards
  • Ensure complete and accurate file submissions for underwriting review; to include coordinating and preparing documentation necessary for verifications and gathering information for new loan underwriting such as loan files, loan packages, credit reports, tax filings, facilitiating title requests, etc.
  • Review loan package documentation for discrepancies, omissions, and income calculations; coordinate with member to verify and update accordingly
  • Follow up and respond to member inquiries and/or internal contacts on transactions as needed
  • Screen and make calls and provide mortgage origination support as needed
  • Provide a moderate level of expertise and member service to resolve moderately complex inquiries, requests, and problems
  • Stay abreast of applicable federal and state laws, rules, regulations, and Navy Federal policies and procedures to maintain loan file compliance
  • Perform other duties as assigned

Qualifications and Education Requirements
  • Experience in working in a high volume, fast paced environment
  • Familiarity with Real Estate Lending systems, policies, procedures, practices and/or actions
  • Familiarity with mortgage loan origination and documentation requirements and regulations
  • Effective word processing and spreadsheet software skills
  • Effective skill maintaining accuracy with attention to detail and meeting deadlines
  • Effective research, analytical, and problem-solving skills
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Experience in managing multiple priorities independently and/or in a team environment to achieve goals
  • Effective verbal and written communication skills
  • Effective skill in comprehending, analyzing, applying and communicating complex written legal documents  
  • Effective skill performing mathematical calculations and working accurately with numbers
  • Ability to work effectively and efficiently with automated systems