Summary
Residential Mortgage is seeking a Loan Originator Assistant to support Mortgage Loan Originators and help keep the mortgage process organized and on track. The role involves managing files and documents, gathering and verifying application information, coordinating loan materials, providing customer service, and maintaining regulatory compliance.
Responsibilities
- Be the right-hand support for Mortgage Loan Originators—handling calls, calendars, files, documents, and daily office operations
- Set up mortgage application files and help gather & verify required information (employers, banks, creditors—you name it!)
- Order credit reports, appraisals, prelims, and follow up to keep things moving
- Input loan applications and prepare origination documents and disclosures
- Review documents with a sharp eye for accuracy and completeness
- Deliver proactive, friendly customer service and help resolve questions or issues
- Partner closely with Loan Processors to ensure a smooth handoff
- Coordinate pickup and delivery of loan packages and materials
- Assist with internal and external audits and documentation requests
- Stay compliant with state & federal regulations and industry guidelines
- Jump in on other duties as needed—we’re a team!
Skills
- High School Diploma or equivalent
- 2+ years of general administrative experience
- Military education or experience may substitute for education or work experience
- Strong communication skills (written and verbal)
- Excellent customer service and people skills
- Detail-oriented with a knack for proofreading and accuracy
- Comfortable juggling multiple priorities and deadlines
- Self-motivated and able to work independently
- Intermediate skills in Microsoft Word, Excel, PowerPoint, and Outlook
- Comfortable learning new software and system upgrades
- Able to operate standard office equipment (computer, copier, phone, etc.)
- Mortgage, consumer lending, or related experience is a plus
- May require active registration with the National Mortgage Loan Licensing Registry
Qualifications
Must Haves
- High School Diploma or equivalent
- 2+ years of general administrative experience
- Military education or experience may substitute for education or work experience
- Strong communication skills (written and verbal)
- Excellent customer service and people skills
- Detail-oriented with a knack for proofreading and accuracy
- Comfortable juggling multiple priorities and deadlines
- Self-motivated and able to work independently
- Intermediate skills in Microsoft Word, Excel, PowerPoint, and Outlook
- Comfortable learning new software and system upgrades
- Able to operate standard office equipment (computer, copier, phone, etc.)
Nice to Haves
- Mortgage, consumer lending, or related experience is a plus
- May require active registration with the National Mortgage Loan Licensing Registry
Benefits
- Medical, Dental and Vision insurance, including FSA (Flex Spending Account)
- Paid Time Off to include select paid holidays
- Retirement Benefits with generous 401K match
- Paid Parental Leave
- Education Assistance
- Employee Assistance Program
- Employee Wellness Program