Mortgage Loan Officer Assistant
Company: Dahlin Mortgage Group
Location: Temecula
Posted on: May 14, 2022
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Job Description:
As a Senior Loan Officer Assistant at Dahlin Mortgage Group, you
lead the day to day administration and pipeline management. As a
key leader of the day-to-day operations of the business, you are
comfortable with building, implementing and leading operational
structures, always looking for ways to increase efficiencies and
improve systems.--You will support the loan officers with their
work by ensuring that all key information is gathered, analyzing
the data provided, and providing follow up on files to obtain the
materials needed to achieve the desired results. Not only do you
have an extremely keen eye for detail, you are also tech savvy and
can pick up new software quickly. You are a strong and effective
communicator, both written and verbal, as you will be distilling
important information quickly and accurately to both clients and
the internal team.
Responsibilities:
--- Communicate with borrowers via phone call, text, and email to
obtain information and documentation needed for loan application,
ensuring file is complete and all loan guidelines are met
--- Review application documents provided and analyze all details
thoroughly to determine what, if any, additional data may be
required
--- Assemble loan file as required for verifications and
underwriting to include but not limited to: income and assets,
credit reports, title and escrow, and additional mortgage
application documentation as needed
--- Manage the pre-approval process through to processing,
underwriting, and post-closing
--- Manage and maintain CRM to ensure client/borrower contacts are
up-to-date in order to effectively and efficiently communicate
market changes, loan statuses, and farm for referrals and refinance
opportunities
--- Oversee the daily pipeline operations of the team and its
various departments, ensuring deadlines are on track to being
met
--- Participate in the implementation of policies and procedures
consistent with those of the organization to ensure efficient and
compliant operation, always looking for opportunities to improve
systems
--- Provide assistance to top management in the planning,
implementation, and evaluation of modifications to existing
operations, systems, and procedures
Qualifications:
--- Strong knowledge of residential real estate and mortgage
principles and procedures
--- At least 7 years of work experience that can be demonstrated to
be applicable to the duties listed on the job description
--- Strong knowledge of organizational structure, workflow, and
operating procedures in the mortgage broker world
--- Technology savvy and ability to quickly figure out new
software, portals, and processes; experience using MS Office,
Whiteboard/Salesforce CRM, Monday.com, and/or ARIVE considered an
asset
About Company:
Dahlin Mortgage Group is one of the leading and GROWING Mortgage
Teams in Temecula Valley. Ranked #182 among Loan Originators and
#39 among Mortgage Brokers in the Nation.
Keywords: Dahlin Mortgage Group, Corona , Mortgage Loan Officer Assistant, Other , Temecula, California
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