Jobs
>
Chicago

    Loan Officer Assistant - Chicago, United States - Guild

    Guild
    Guild Chicago, United States

    5 days ago

    Default job background
    Description
    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

    Position Summary:

    The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties.

    Essential Functions:

    Lead to Contract duties:
    • Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer.
    • Assist originator in appointment setting with prospective and new applicants.
    • Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
    • Set and confirm appointments for originator and manage calendar.
    • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
    • Assist the originator with obtaining an accurate and thorough 1003.
    • Analyze customer's credit and financial scenario and determining appropriate loan product(s).
    • Run credit on loans assigned to an originator
    • Run AUS findings and prepare the Initial Fee Worksheet.
    • Pull and prep web applications and other duties, including updating credit reports and AUS findings.
    • Request status updates from pre-approved clients and referral sources (weekly TBD calls).
    • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
    • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
    • Manage monthly compliance-approved email marketing to realtors.
    Contract to Close duties:
    • Monitor key dates related to loan transactions and respond accordingly.
    • Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
    • Manage assigned originator's database; tracking active loan(s) and entering data as needed.
    • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.
    • Provide support in the collection and preparation of submitting loan application with supporting documentation to processing.
    • Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.
    • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).
    • Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer.
    • Provide any necessary assistance through production and underwriting process.
    • Provide status updates to referral sources on active loans, subject to Guild's policies on Consumer Privacy and Safeguarding of Information.
    • Answer customer inquiries related to active loan, and/or loan application status.
    Additional common duties:
    • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild's SAFE Act and Consumer Privacy/Safeguarding in Information policies.
    • Pricing loan in accordance with Guild's policies and communicating fees to operations team.
    • Quoting rates and making commitments regarding locking to customer.
    • Maintain referral source relationships through quick response time and excellent custom service.
    • Prepare and send thank you cards to referral sources and new clients.
    • Collect supporting documentation from customer, gathering necessary documentation for pre-approval.
    • Act as a point of contact for the customer and referral source, keeping them informed throughout the process.
    • Discuss product features with customer.
    • Perform other duties as assigned.
    • Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances.
    Qualifications:
    • High school diploma or equivalent is preferred, along with at least two years of experience in Mortgage lending or related field.
    • Active MLO licensing required.
    • Ability to manage multiple priorities; strong detail orientation and highly organized.
    • Works with a strong sense of urgency and responsiveness.
    • Passionate about delivering excellence in customer service.
    • Demonstrated patience and professionalism when interacting with both internal and external customers.
    • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
    • Strong verbal and written communication skills. Basic math skills.
    • Ethical, with a commitment to company values.
    Supervision:
    • No direct or indirect reports.
    • Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution.
    Requirements:
    • Physical: Work is primarily sedentary; mobility in an office setting.
    • Manual Dexterity:Frequent use of computer keyboard and mouse.
    • Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
    • Environmental:Office environment - no substantial exposure to adverse environmental conditions.
    Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

    Guild Mortgage Company is an Equal Opportunity Employer.

    Target Salary Range:-

    This position offers eligibility for incentive compensation.
  • Housing Authority of Cook County

    Office Assistant

    1 week ago

    Housing Authority of Cook County Chicago, United States

    **SUMMARY** · **Essential Functions** · - Performs general clerical duties, including but not limited to filing, answering telephones, photocopying, preparing mailings, typing, faxing, and file routing, retrieval and replacement. · - Performs receptionist functions and assists vi ...

  • DePaul University

    Assistant Office Manager

    1 hour ago

    DePaul University Chicago, United States

    **The Highlights**: · The Assistant Office Manager assists the Associate Director of Clinical Operations (ADCO) and the Associate Director of Clinical Education (ADCE) in day-to-day operations, management of technology systems, and serves as the primary point of contact for the c ...

  • University of Illinois

    Medical Office Assistant

    1 week ago

    University of Illinois Chicago, United States

    **Medical Office Assistant - Surgery, College of Medicine** · **Hiring Department**: Surgery · **Location**: Chicago, IL USA · **Requisition ID**: · **Posting Close Date**: May 22, 2024 · **About the University of Illinois Chicago** · UIC is among the nation's preeminent urban p ...

  • RED RIVER MOUNTAIN ADVENTURES

    Office Assistant/receptionist

    1 week ago

    RED RIVER MOUNTAIN ADVENTURES Chicago, United States

    Overview: · **Responsibilities**: · - Assist with general office tasks such as filing, data entry, and organizing documents · - Coordinate projects and schedules to ensure timely completion · - Perform proofreading tasks for various documents · - Provide excellent customer servic ...

  • Guild Mortgage Company LLC

    Loan Officer Assistant

    1 week ago

    Guild Mortgage Company LLC Chicago, United States

    **Guild Mortgage Company**, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of ...

  • Chicago Area Rehabilitation Experts

    Front Office Assistant

    22 hours ago

    Chicago Area Rehabilitation Experts Chicago, United States

    Busy Lincoln Park Physical Therapy clinic seeking a hard-working individual for a full-time Front Office Associate position. This position is integral to the clinic, and we are looking for someone with excellent communication skills, a positive attitude, and the desire to help pe ...

  • AUNT MARTHAS HEALTH AND WELLNESS INC

    Medical Office Assistant

    1 week ago

    AUNT MARTHAS HEALTH AND WELLNESS INC Chicago, United States

    Aunt Martha's Health and Wellness boldly commits to supporting the well-being of our communities, ensuring equity in access and delivering exceptional care inspired by a culture of innovation. We are taking a responsible approach to creating environments that allow us to do what ...

  • Lakeside Construction

    Bookkeeper/office Assistant

    1 week ago

    Lakeside Construction Chicago, United States

    **Comfort with Financial Data**: Comfortably handling financial data is crucial. This includes overseeing accounts payable and receivable, as well as other finance-related tasks. · **Responsibilities** · - Track expenses, budget, preparing reports for accountant, cash flow, recei ...

  • RPM Steak

    Part-time Office Assistant

    1 week ago

    RPM Steak Chicago, United States Part time

    **Hiring Immediately: Office **Assistant**** · **Benefits**: · - BCBS health insurance & other options including dental · - Employee Assistance Program (EAP) · - Restaurant discounts · - Opportunities for career growth · RPM Steak brings a chef-driven approach to a traditional st ...

  • TC Transcontinental

    Executive Assistant/office Manager

    2 days ago

    TC Transcontinental Chicago, United States

    **TC Transcontinental Packaging - Executive Assistant/Office Manager **:**Create value at TC Transcontinental.**At TC Transcontinental, we've got it made, and that's because of the expertise of our team.** We are currently looking for a full-time executive assistant and office ma ...

  • KIPP

    Part-time Office Assistant

    2 days ago

    KIPP Chicago, United States Part time

    **Company Description** · **Job Description** Position Overview** · The Office Assistant (OA) assists with overseeing the support functions required to run an efficient, thriving school. As well as a safe, clean, and welcoming learning environment. The Office Assistant supports K ...

  • RPM Italian - Chicago

    Part-time Office Assistant

    1 week ago

    RPM Italian - Chicago Chicago, United States Part time

    **Hiring Immediately: Office **Assistant**** · **Benefits**: · - BCBS health insurance & other options including dental · - Employee Assistance Program (EAP) · - Restaurant discounts · - Opportunities for career growth · Created by Bill and Giuliana Rancic with RJ, Jerrod, and Mo ...

  • Consuelo Therapeutic Services

    Bilingual Receptionist/office Assistant

    1 week ago

    Consuelo Therapeutic Services Chicago, United States

    **Position Summary**: · Oversee the reception area for a small practice. Management of patient appointments, collecting patient payments prior to service, answering phones and message to appropriate provider. Benefit verification with commercial insurance. Effectively and promptl ...

  • Omni Hotels & Resorts

    Assistant Front Office Manager

    1 week ago

    Omni Hotels & Resorts Chicago, United States

    Overview: · **Chicago Hotel** · Sweet Home for sureChicago, the third largest city in the US, is second to none with its stunning architecture and lake front beauty. There is something for everyone in Chi-Town; world class music, theater, dining, museums, sports and shopping to n ...

  • Mirshed Medical Center

    Front Desk Receptionist/office Assistant

    1 week ago

    Mirshed Medical Center Chicago, United States

    **About Us**: · At Mirshed Medical Center, we foster a friendly work environment where every team member contributes to our collective success. We are currently seeking a dedicated individual who embraces versatility and is ready to actively engage in various departments and proj ...

  • Mirshed Medical Center

    Front Desk Receptionist/office Assistant

    1 week ago

    Mirshed Medical Center Chicago, United States

    **About Us**: · At Mirshed Medical Center, we foster a friendly work environment where every team member contributes to our collective success. We are currently seeking a dedicated individual who embraces versatility and is ready to actively engage in various departments and proj ...

  • Sohail Real Estate Group

    Administrative Assistant for Real Estate Office

    2 days ago

    Sohail Real Estate Group Chicago, United States

    We're looking for driven, never problems-only solutions, eager-to-learn, and dedicated real estate assistant to be the "left-hand" of the "big picture, visionary" team leader. · This important position allows the team leader to stay focused on top priorities. Your job will be to ...

  • Equus

    Program Office Assistant/talent Engagement Spec

    4 days ago

    Equus Chicago, United States

    **Company Description** · We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated ca ...

  • Good Hope Healthcare & Home Health

    Office Assistant

    6 days ago

    Good Hope Healthcare & Home Health Evergreen Park, United States

    call caregivers to make sure clock in and out · check the clockwork · print and input referrals, scan to client file · call for applicants · hire for employment of clients · answer phone calls from clients and caregivers · answer phone calls from care coordinators · call for insu ...

  • Diamond Pool & Spa, Inc.

    Office Assistant

    2 days ago

    Diamond Pool & Spa, Inc. Bridgeview, United States

    **Job Summary**: · The Office Assistant performs duties assigned regarding daily operations of all departments (pool/spa service and holiday lighting). In this position, one is responsible for efficiently performing general office support tasks and customer service in a fast-pace ...