Position Overview: The Home Loan Officer Assistant I is responsible for providing support for the home loan origination team. This process includes status updates and/or follow-up with members, realtors, operations staff, and management.Core Job / Requirements/OutcomesObtain information and documentation needed to assist in approving mortgages within timeframes and deadlines by communicating directly with the member, Home Loan Officers, Home Loan Processors, and third-party service provider(s) as applicable.Assist the Home Loan Origination team by reviewing loan applications for accuracy and completeness, reviewing and indexing required documentation for loan approval, and following up with members for additional documentation as required.Aid the Home Loan Origination team by doing basic income calculations to include W2/wage earner, retirement, or fixed income.Other Essential FunctionsWork effectively and efficiently with the Home Loan Origination team on their active pipeline by monitoring rate locks, NOI’s, closing dates, and 30-day decisions, as required to maintain service level agreements, as well as compliance with applicable regulations.Provide support to the Home Loan Origination team by managing lead sources (Webforms, voicemails, emails, trigger leads, and Blend applications) to establish contact and follow-up with members within our service level agreement timeframes, while also (potentially) tending the front desk for walk-in customers.Develop and maintain positive relationships with members and third-party providers by upholding service level agreements and communicating effectively.Provide support to team members by maintaining positive working relationships that promote a collaborative and inviting team environment.Ability to work effectively and collaboratively in a diverse work group, as well as independently with minimum supervision. Ability to adapt to changes, solve practical problems, and handle a variety of situations exercising flexibility and sound judgment in a fast-paced environment.
