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Loan Officer Assistant

Location: Stockton
Posted on: May 3, 2021

Job Description:

Job DetailsLevelExperiencedJob LocationSTOCKTON - Stockton, CAPosition TypeFull TimeEducation LevelHigh SchoolJob ShiftDayJob CategoryFinanceWhy you'd consider Evergreen Home LoansWe're searching for some really great people who enjoy customers as much as we do.Named as Puget Sound Business Journal's #1 Best Place to Work in the extra-large company category and listed in WA's 100 Best Companies to Work For by Seattle Business Magazine, both in 2020. We are a certified Great Place to Work in 2020 and placed 3rd in the nation as a Best Workplace in Financial Services and Insurance in 2019.Check out our Great Place to Work rating here: happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. Learn more about what our family of associates say about Evergreen on Glassdoor:,31.htmDiscover what's possible with Evergreen.We're looking to add people who feel the same way we do about our customers, our associates and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a healthy salary, a comprehensive benefits package and have an attractive 401K plan with a company match to help you grow along with us!What we need (in addition to all that stuff above)We are seeking an experienced Loan Officer Assistant with a minimum of 2 years of mortgage experience. A strong problem solving and organization skill set with an emphasis on customer service is a MUST! Responsibilities include but are not limited to:Major Tasks and Responsibilities:Assisting Loan Officer in meeting with borrowers (if need be), taking applications, providing disclosures and following-up through closing.Input Team files into Encompass with accuracy to make sure the correct information is in the file.Assist Loan Officer in marketing efforts to current and new clients.Assist Loan Officer with administrative tasks such as status reports on loans in process, making copies and printing daily rate sheet.Responsible for proactive communication with management with respect to all significant challenges or opportunities.Standards of Performance:Arrives to work on time for scheduled work hours.Notifies Loan Officer of vacations or sick days in a timely manner.Able to answer borrower inquiries.Accurately prepares and inputs loan documentation.Asks questions of Loan Offices to facilitate learning and expanding mortgage knowledge.Communicates challenges and opportunities to Loan Officer.Ability to multi-task in a fast-paced and sometimes stressful environment.Performs all actions in accordance with the Guiding Values of the company.Uses the principles of Balanced Stewardship in independent decision making.Specific Skills/ Knowledge/ Abilities Required for Position:Good character, motivated, hard working.Ability to work well with fellow associates, clients and vendors.Good communication skills. Neat, clean, healthy work habits.Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.Upon given borrower name and contact number from Loan Officer, contact borrower to set up a meeting (with or without Loan Officer present), or take application over the phone.Provide disclosures to borrower at application, or mail within 24 hours if over the phone.Process Loan Application from start to finish in line with proper standards and company procedures.Assist the Loan Processor once approval received and forward to borrower.Communicate with realtor and borrower on loan status on a continual basis.Assist Processor in satisfying conditionsAccompany Loan Officer in the field, meeting new clients and realtors.Design flyers for new programs or other programs of interest.High school diplomaEvergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.comEqual Housing Lender 2020 Evergreen Home Loans is a registered trade name of Evergreen Moneysource Mortgage Company NMLS ID 3182. Trade/service marks are the property of Evergreen Home Loans. All rights reserved. Licensed under: Alaska Mortgage Broker/Lender AK3182 and AK3182-1; Arizona Mortgage Banker 0910074; California Licensed by Department of Business Oversight under the California Residential Mortgage Lending Act 4130291; Colorado Mortgage Company Registration; Idaho Mortgage Broker/Lender MBL-3134; Nevada Mortgage Banker 3130; Nevada Mortgage Broker 4837; Licensed under the Oregon Consumer Finance Act ML-3213; Washington Consumer Loan Company CL-3182; Wyoming Mortgage Lender/Broker 3467.

Keywords: EVERGREEN HOME LOANS, Stockton , Loan Officer Assistant, Other , Stockton, California

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