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Loan Originator Assistant

Job Description:

A Loan Originator Assistant (LOA) will assist the Loan Originator(s) in managing aspects of the customer pipeline.

Major Responsibilities:

Manage the client pipeline and maintain the database of current and potential clients, which includes, but is not limited to, entering current and accurate information into our system.
Assist the Loan Originator in marketing efforts and lead generation
Request client referrals.
Make appointments with, meet with, and work with clients regarding loan application and associated processes.
Gather loan documentation and ensure all documentation is done properly and moving through the process in a timely manner.
Facilitate effective communication between all parties involved in the application/filing process
Assist Loan Originator in general administrative and clerical duties
If currently NLMS licensed: Make outbound calls. Assist Loan Originator in completing and processing loan applications. Stand-in with clients in place of the Loan Originator as requested by the LO.
Performs other duties as assigned
Represent Nations Reliable Lending, LLC in a professional manner by dressing professionally daily while in the office or when attending events.
Practice Nations Reliable Lending, LLC Core Values: I C.A.R.E. (Integrity and Honesty, Communication, Accountability, Reliability, Empowering)

Knowledge/Skills/Experience/Expectations:

Must have excellent customer service skills, able to work in a team environment and proficient with computers. Basic to Intermediate computer skills in Microsoft Office, including Word, Excel, and Outlook are required. Encompass experience preferred.
Excellent written and oral communication skills.
Analytical with good attention to detail.
Good judgment and the ability to work independently.
Good math skills.
Ability to multitask, work well under time constraints and within deadlines.
High School diploma or equivalent.