Job Description

Job Description

Job Description

General Summary

The Loan Originator Assistant (LOA) is a key front-line sales support branch employee with direct communication with Clients and Realtors. The LOA is responsible for assisting with loan files and providing administrative support functions to assigned Originators or managers within the branch. The LOA should project an outgoing personality and can self-motivate toward results.

Duties and Responsibilities

The primary job duties and responsibilities of this position include but are not limited to:

• Facilitate the completion of loan applications
• Coordinate discussions between the Loan Originator, referral partners, and clients as a primary contact throughout the lifecycle of the loan process, and arrange meetings to ensure any follow-up actions are completed
• Promote Envoy's products to Real Estate Agents, Home Buyers, leads, and referral sources while tracking and managing follow ups
• Assist with call backs to prospects that require a phone consult prior to a face to face or virtual meeting
• Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products
• Follow up and respond to customer and in-house inquiries on transactions to offer superior customer service
• Enter loan applications into Loan Origination System (LOS) and assign to Originator/LOA
• Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of application
• Understand and research investor guidelines and stay up to date on program changes
• Responsible for periodic status calls to all parties involved in transaction (Clients, Realtors, Builder, etc.)
• Develop complete knowledge of Envoy's products, systems, and competitive advantages
• Become familiar with Envoy's process, policies, and procedures
• Maintain regular attendance and able to work in the office Monday-Friday during regular office hours, plus potential overtime, as
  necessary
• General clerical and phone support, as needed
• Other duties as assigned

THIS JOB DESCRIPTION IS NOT INTENDED TO BE ALL-INCLUSIVE. THE INCUMBENT WILL ALSO PERFORM OTHER REASONABLY RELATED BUSINESS DUTIES AS ASSIGNED BY MANAGEMENT.

Qualifications

Listed below are the minimum qualifications required to successfully perform this role. These qualifications are necessary for someone to be considered for this position.

Qualifications include:

• High school diploma or equivalent, Bachelor's degree is preferred
• 2+ years of experience as a LOA/Loan Partner and/or Processor preferred
• Knowledge of Microsoft Excel, Word and Outlook
• In-depth knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage processes, procedures, and documentation
• Working knowledge / Proficiency in Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and originating systems, Encompass experience preferred

• Experience in frequent client prospecting/client follow up

• Experience with CRMs (HubSpot is a plus) and client nurturing
• Exceptional follow-up, time management, interpersonal, and verbal and written communication skills
• Willingness to learn, self- motivated, social media savvy and a forward thinker
• Excellent customer service skills and working in a team environment
• Excellent interpersonal, verbal and written skills are a must
• Must be a self-starter who is reliable, detail oriented and the ability to resolve issues
• Strong relationship building a must, along with strong written and verbal communication skills
• Ability to analyze issues and create effective resolutions, while managing multiple projects at one time
• Must have an active, applicable State(s), NMLS license (except Utah, New York or Nevada)
• Se habla Espanol a plus
• Preferable to reside in Chandler, AZ

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.

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