Planet Home Lending

Loan Officer Assistant (non-licensed)

US-TX-Irving
3 months ago
# of Openings
2
Category
Administrative/Clerical

Overview

The Loan Officer Assistant (LOA) is responsible for assisting and supporting one or more Mortgage Loan Originators (MLO) within a branch or sales office. Primary duties include following up on items as requested by the MLO.  Such duties include, but are not limited to, contacting customers who have a loan in process, to provide updates or gather any additional information as needed.  As the LOA becomes more experienced, the Company strongly encourages that the LOA pursue their MLO license, which would enable them to participate in and/or act on behalf of the MLO of record on any loan transactions.

Note: while it is not a requirement that LOAs be licensed, under no circumstances shall non-licensed LOAs participate in or act on behalf of the MLO in any activities that require a current and active MLO license.

Primary Responsibilities

  • Works closely with the MLO to help expedite the loan process. Such activities may include collecting additional documentation from the customer or providing ongoing updates regarding the loan in process.
  • Works closely with branch operations (i.e. Processing) to expedite the loan process and acts as a liaison to the MLO with ongoing loan status updates.
  • Works closely with MLO to effectively manage the MLOs loan production pipeline (i.e. prioritize files and file activity.
  • Participates in ongoing sales and Encompass sales training to stay current on ongoing programs and sales and operations updates.
  • Attends training and seminars required to obtain appropriate Federal and State MLO licenses. Note:  This must be approved by the MLO and Branch Manager.

Position Requirements

 

  • High school diploma or equivalent required
  • Bachelor’s degree preferred
  • Minimum of six months of working in a sales or sales support environment.
  • Experience in the mortgage industry preferred but not required.
  • Self-motivated and extremely goal oriented
  • Excellent written and verbal communication skills
  • Demonstrates a commitment to quality customer service
  • Displays a professional demeanor
  • Strong attention to detail
  • Well organized with the ability to multi-task
  • Works well with others
  • Displays a willingness to learn and be coached
  • Moderate PC skills (MS Office products)
  • Ability to work flexible and varying work schedules to meet the needs of the business (i.e. overtime)
  • At the discretion of the MLO and/or branch manager, can participate in the Company’s Junior Mortgage Loan Officer (JMLO) Training Program.

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