Member Experience Consultant developing member education and communication solutions at Sun Life. Focuses on enhancing client engagement and corporate goals through effective strategies and relationships.
About the role
- Bilingual Loan Officer Assistant supporting processing of mortgage applications at Equity Resources. Work in a family-owned company with flexible hours and supportive environment.
Responsibilities
- Assist the Processor to ensure a client’s mortgage file is processed in a timely manner
- Responsible for keeping clients updated throughout the mortgage process and answering questions they may have
- Use existing systems to enable processing and communication on up to 50 client loan files at one time
- Gather and review borrower information and financial documents to guide clients from preapproval through closing
- Improve the quality of loan applications submitted and reduce the Loan Officer’s involvement in non-origination tasks
- Stay informed on loan statuses through reports and regular check-ins with the Loan Officer and Processor
- Handle administrative and processing tasks that allow the Loan Officer to focus on new business, relationship management, and strategic initiatives
- Instill confidence in, and build trust with prospects, clients, real estate agents and other referral partners
- Answer phone calls and check voice mail periodically to ensure timely response to customers
- Adhere to all Federal and State regulations and follow proper code of ethics as outlined by the Company
- Support the Company’s strong relationship of a “Raving Fan Service” culture through on-going customer contact, quality customer service, and superior product knowledge
- Any other duties as assigned
Requirements
- High School Diploma or equivalent required
- Bachelors’ Degree in Business, Finance, or related field preferred
- Bilingual fluency in English and Spanish (reading, writing, and speaking) required
- Minimum of 2 years’ office experience in customer service, administration, or like experience is required
- Knowledge of or experience with residential mortgage processing, underwriting and/or closing procedures for conventional and government lending is a plus
- Experience with Loan Origination Systems, such as Encompass, is preferred
- Demonstrated proficiency with computer systems and software programs including Microsoft Word, Excel, and Outlook required
- Must be diligent and detail-oriented, with advanced organizational skills
- Strong communication skills with the ability to work effectively with loan officers, borrowers, real estate agents, and third-party vendors while building trust and confidence
- Ability to read and interpret detailed instructions, correspondence, and documentation with strong grammar skills
- Able to work independently with minimal supervision and use sound judgment to solve problems
Benefits
- Generous PTO
- 10 paid holidays
- A day off for your birthday!
- Full benefits package (including pet insurance!) first of the month after your first 30 days
- 401(k) option with a generous company match —helping you grow your retirement savings faster
- Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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