- Ensure timely follow-up on critical documents from clients to maintain a smooth closing process.
- Develop and implement procedures to boost team efficiency, focusing on pipeline progression and workflow.
- Gather, analyze, and organize all necessary documentation, uploading and labeling them into the Encompass e-folder.
- Handle data entry, facilitate credit pulls, and run DU/LP and GUS through our LOS to maintain a seamless process.
- Schedule appointments and organize business-related events to ensure efficient operations.
- Enhance relationships with clients and strategic partners through thoughtful marketing documents.
- Collaborate with our Flat Branch Operations team to ensure smooth operations.
- Develop and implement creative marketing strategies to grow our business and strengthen client relationships.
- Manage and optimize Top of Mind (including data entry, campaign management, emails, phone calls, letters, and other essential tasks) to maintain strong connections with clients and partners.
- Assume additional duties as needed to support team success.
- Mortgage Loan Experience: Required; we need someone with industry expertise.
- Communication Skills: Strong verbal and written communication abilities are essential.
- Attention to Detail: A sharp eye is crucial; every detail matters.
- Tech Savvy: Experience with Encompass and openness to technology is beneficial.
- Self-Motivated: You should be proactive and able to take initiative without constant direction.
- Quick Learner: Eager to learn and adapt quickly to new challenges.
- Organizational Skills: Must be organized and capable of managing multiple tasks and deadlines.
- Phone/Computer: Most of your day will consist of working on the computer and talking on the phone. There may be opportunities to attend loan closings and client/partner events.
- Occasional Travel: Minimal travel may be required throughout the year.
- Personal Finance: Responsible with personal finances and understanding of budgeting.
- Cultural Ambassador: Help spread and maintain our company culture across all locations.
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Loan Officer Assistant - Chesterfield - Flat Branch Home Loans Inc
Description
Job Title: Loan Officer Assistant
Summary:
We are seeking a highly motivated and detail-oriented Loan Officer Assistant to support our Senior Mortgage Banker(s) in providing exceptional client service throughout the home loan process.
Salary: $60,000 - $80,000 per year
Key Responsibilities:
Requirements:
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Office Assistant
Full time HyR-Up Solutions- Saint Charles
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Office Assistant
Full time IMAGE RECOVERY SERVICE INC- Bridgeton
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Optometric Office Assistant
Full time Vision Care Clinic, P.C. (C)- Missouri Valley
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Front Office Assistant
C.M. Products, LLC- Saint Peters, MO
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Medical assistant for doctor office
Full time MISSOURI ENDOCRINE & DIABETES- City of Saint Peters
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Office Assistant/Client Concierge
Secured Retirement- saint louis park
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Dental Office Assistant
My Crossroads Dentist- Wentzville
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Dental Office Assistant
Premier Dental Partners North County- Florissant, MO
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Tax Season Office Assistant
Davis Associates CPAs- Florissant
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Administrative Assistant
Red Tail Residential- Chesterfield
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MEDICAL ASSISTANT/ RECEPTIONIST PT to FT
Full time KIDZ CARE CLINIC, PC- Chesterfield Township
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Package Delivery Clerk
JLL- Chesterfield
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Branch Administrative Assistant II
Guild Mortgage- Chesterfield
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Civil Engineering Intern
Vestal Corporation- Chesterfield, MO
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Patient Care Assistant
Visiting Angels- Chesterfield
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SharePoint Administrator
Serigor Inc.- North Chesterfield
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chief operating officer
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Certified Nursing Assistant
Visiting Angels- Chesterfield
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IT Help Desk Support Specialist
Full time TEAM Risk Management Strategies- Chesterfield
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Dental Assistant
Full time Specialty1 Partners- Chesterfield