About the Role
The Loan Officer Assistant will work closely with the Loan Officer to support and enhance their productivity by handling a variety of operational tasks. Your responsibilities will include preparing and organizing loan documentation, managing client communications, scheduling appointments and designing/implementing various marketing campaigns. You will also assist in collecting and verifying financial information, ensuring all documents are complete and compliant with regulations. This role offers a clear career path with the goal of becoming a Loan Officer in the future.
Preferred Qualifications
1-2 years work experience in finance, real estate, sales, or other relevant fields
Bachelors degree, preferably in a business related field
Must meet National and State licensing requirements
Strong communication skills
Strong attention to detail
Job Duties
Prepare, review, and organize loan documentation, ensuring accuracy and completeness.
Serve as the primary point of contact for clients, answering questions, providing updates, and gathering necessary information.
Manage the Loan Officer's calendar by scheduling client meetings, follow-ups, and other appointments.
Assist in collecting and verifying financial information from clients to support loan applications.
Ensure all loan documents comply with regulatory standards and internal policies.
Maintain accurate and up-to-date records of all loan applications and related documentation.
Regularly update the Loan Officer on the status of loan applications and any issues that may arise.
Deliver outstanding customer service by promptly addressing client inquiries and concerns.
Engage in training and professional development opportunities with the goal of transitioning into a Loan Officer role in the future.
Compensation
$40,000-$65,000 Per Year
About the Company
Murray Mortgage Solutions is an independent mortgage brokerage licensed in Michigan, Florida, and Colorado. Unlike many companies in the mortgage industry, we prioritize helping our clients achieve their long-term financial goals through real estate ownership rather than just selling mortgages.
The benefits of the mortgage broker model for obtaining financing are becoming increasingly clear to consumers every day. Unfortunately, many in the industry are simply salespeople driven solely by profits, often disregarding whether รง loan is a smart financial decision for the client.
At Murray Mortgage Solutions, we take a much more thorough approach, analyzing the financial impact of each mortgage so our clients can feel fully confident in their decisions. Purchasing a home is likely the most consequential financial decision one will make in life, and our clients deserve someone they can trust.