Job Description
Loan Officer Assistant (Lead To Contract) 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, a number of activities related to assisting originators build complete loan files for submission. This role performs the Lead to Contract duties. Essential Functions 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 sup