- 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 customers 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.
- 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 originators 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 Guilds policies on Consumer Privacy and Safeguarding of Information.
- Answer customer inquiries related to active loan, and/or loan application status.
- 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 Guilds SAFE Act and Consumer Privacy/Safeguarding in Information policies.
- Pricing loan in accordance with Guilds 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.
- 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.
- 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.
- 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.
-
Office Assistant
1 week ago
Ramos Oil Company Marysville, United States**Tasks** · - Answer in-coming phone calls, greet customers and inquire as to their business needs and requests. · - Process walk in retail gas customer's transactions on cash register (Isleton). · - Distribute correspondence, letters, faxes, forms. · - Maintain filing system · - ...
-
Office Assistant II
1 week ago
Mukilteo School District 6 Everett, United StatesThis is a 7 hour per day, 180 days per year, Office Assistant II position with benefits at Mariner High School. · Hours for this position are 6:30 a.m. - 2:00 p.m. · The successful candidate will record student attendance for guest teachers. Take parent attendance phone calls. Ch ...
-
Substitute Office Assistant
1 week ago
Mukilteo School District 6 Everett, United StatesSubstitute Office Assistants work a variety of shifts and are on an on-call basis; no benefits are available. Interviews will be conducted as needed. · JOB TITLE: Substitute Office Assistant · JOB CLASSIFICATION: Office/Accounting - MACP · REPORTS TO: Principal ...
-
Loan Officer Assistant
1 week ago
Guild Mortgage Everett, United StatesGuild 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 prof ...
-
Loan Officer Assistant
1 week ago
Guild Everett, United StatesGuild 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 profe ...
-
Assistant Manager- Front Office
1 week ago
Wynn Resorts Everett, United StatesCompany Description · Encore Boston Harbor features 210,000 square-feet of gaming space including more than 3,000 slot machines and 240 table games. Situated on the Mystic River in Everett, Massachusetts, and connected to Boston Harbor, Encore Boston Harbor boasts 671 spacious ho ...
-
Office Assistant II, SL
1 day ago
Mukilteo School District Everett, United StatesThis is a 2 hour per day, 180 days per year, Office Assistant II position at Serene Lake Elementary School. This position does not include dental and medical benefits. Anticipated start date is first day of school in September 2024. · Hours for this position are 8:45 a.m. - 10:4 ...
-
Office Assistant/ Administrative Support
5 minutes ago
Attic Projects Everett, WA, United States Full timeWhy Choose Attic Projects? · At Attic Projects, we are leading the way, delivering exceptional solutions for attic and crawl spaces, serving clients across San Diego, Orange County, and North & South Seattle. As a rapidly growing company, we embrace a collaborative and results-or ...
-
Certified Medical Assistant
3 hours ago
Actalent Everett, United States Full timeCertified Medical Assistant · Everett, WA · $24/hr · Ideal personnel should have proven excellent customer services skills, demonstrate an enthusiastic & professional demeanor, and excel at multi-tasking. Medical Assistants are an integral part of the care team; ensuring patient ...
-
Admin Assistant
4 days ago
Encore Boston Harbor Everett, United States**Company Description** · Encore Boston Harbor features 210,000 square-feet of gaming space including more than 3,000 slot machines and 240 table games. Situated on the Mystic River in Everett, Massachusetts, and connected to Boston Harbor, Encore Boston Harbor boasts 671 spaciou ...
-
Fiscal Coordinator
3 days ago
Department of Education Everett, United StatesThe Fiscal Coordinator in the Financial Planning Unit will provide support and assistance to the Director of Financial Planning in the oversight of the travel reimbursement process, bank deposits and reconciliations and state account reconciliations as well as develop and impleme ...
-
Human Resources Business Partner
3 days ago
Executive Office of Education Everett, United StatesThe Human Resources Business Partner is responsible for a broad range of administrative functions, with a primary focus on supporting staff in the areas of onboarding, retention and recruitment, employee departures, HR policies, and general HR administrative support to agencies. ...
-
Medical Assistant
2 days ago
Actalent Everett, United States Full timeDescription: · Ideal candidates will have proven excellent customer services skills, demonstrate an enthusiastic & professional demeanor, and excel at multi-tasking. Medical Assistants are an integral part of the care team; ensuring patient flow and providing quality patient care ...
-
Registered Teacher Apprenticeship
5 days ago
Department of Education Everett, United StatesThe Department of Elementary and Secondary Education (DESE) knows that our most important asset is our staff and that creating strong schools starts with recruiting the best talent. DESE continuously strives for a workplace that values a community of diverse talent where everyone ...
-
HR Specialist
1 week ago
Everett Public Schools Everett, United States**Job Description - **HR Specialist - Benefits & Payroll · **Position Summary**:Under the supervision of the Director of Human Resources, this position is responsible for assisting with all benefits programs, including medical, dental, vision, life insurance, as well as processin ...
-
Human Resources Generalist
1 week ago
Everett Public Schools Everett, United States**Job Description - **Human Resources Generalist · **Position Summary**:Under the supervision of the Director of Human Resources, this position is responsible for the day-to-day operations, organization and processes which provides maximum support to the teachers, administrators ...
-
Recreation Aide
1 week ago
The Rehabilitation & Nursing Center at Everett Everett, United States**We offer the Following**: · - Premium Compensation · - Great Benefits Package · - Fun, Family-Like Team, and Atmosphere · - Work in a Beautifully Remodeled Office · - Professional Growth & Stability · - Innovative Training Programs · **Covid 19 Vaccine**:Required · **Benefits** ...
-
Call Center Reservations Agent
1 day ago
Encore Boston Harbor Everett, United States Part time**Company Description** · Encore Boston Harbor features 210,000 square-feet of gaming space including more than 3,000 slot machines and 240 table games. Situated on the Mystic River in Everett, Massachusetts, and connected to Boston Harbor, Encore Boston Harbor boasts 671 spaciou ...
-
Business Center Representative
1 week ago
Encore Boston Harbor Everett, United States**Company Description** · Encore Boston Harbor features 210,000 square-feet of gaming space including more than 3,000 slot machines and 240 table games. Situated on the Mystic River in Everett, Massachusetts, and connected to Boston Harbor, Encore Boston Harbor boasts 671 spaciou ...
-
Assistant General Manager
5 days ago
Seamark Seafood & Cocktails Everett, United States**Seamark Seafood & Cocktails** · Opening April 2024 at Encore Boston Harbor, Seamark will offer a contemporary interpretation of New England's timeless seafood dining experience, boasting a bounty of elevated favorites and featuring the freshest pier to plate fish, lobster and s ...
Loan Officer Assistant - Everett, United States - Guild Mortgage
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:
Contract to Close duties:
Additional common duties:
Qualifications:
Supervision:
Requirements:
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: $ $32.38
This position offers eligibility for incentive compensation.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicants geographical location.
License and CertificationsRequired: NMLS
Work Experience
2 years: Mortgage Lending Experience or related field
Education
Preferred: High School
PDN-9bed910e-b25a-406a-ac2b-ec3b0fa48a8b