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Loan Officer Assistant (Stonebridge Home Loans)
Ref No.: 16-07385
Location: Southampton, Pennsylvania
Loan Officer Assistant
  • Answer phone calls and take detailed messages for the loan officer
  • Call on interested prospects and gather information for possible financing
  • Compose, organize and maintain pipeline correspondence
  • Manage daily and monthly calendars
  • Provide administrative assistance, which will include: data entry, copying, filing and record keeping.
  • Manage time effectively to meet and exceed deadlines to ensure timely closings
Loan Officer Assistant Responsibilities:
  • Review loan application to determine the completeness of all information and documents provided, and verify the borrower's qualification for specified loan product.
  • Advise loan officer of any deficiencies or missing documentation. Obtain missing documentation from borrower(s) and third parties.
  • Complete loan pre-approvals, credit and income qualification.
  • Lookup and verify loan guidelines to ensure loans qualify and proper loan program and/or investor has been selected.
  • Enter application and upload documentation into LOS (Encompass) as needed.
  • Prepare LE, all disclosures, order appraisal, run credit, and run AUS findings.
  • Package and submit complete files to operations through LOS and prepare files for underwriting.
  • Upon receipt of loan approval, work with the Processor to clear all prior to doc conditions and funding conditions.
  • Manages pipeline - milestones, lock expirations, CDs, commitment dates and closing deadlines.
  • Ensure loan moves through milestones and closes on time.
  • Generate client correspondence, maintain client relationships and update customer database.
  • Update loan officer, update borrower and referral partners on milestones and loan status.
  • Update CRM, complete post funded database management follow up calls, surveys, mailers and other ongoing customer management.
  • Work with Processor, Closer, and Loan Officer to clear funding conditions.
Minimum Requirements:
  • Previous mortgage industry experience required.
  • Strong underwriting background and experience utilizing Encompass mortgage software and all Microsoft software/programs.
  • Proficiency in MS Office (Outlook, Word, Excel-Power Point a plus)
  • Establish and maintain files in an organized, accurate and unified manner.
  • Ability to manage deadlines and projects simultaneously.
  • Ability to work collaboratively with others.
  • Excellent written and communication skills.
  • Strong customer service skills.
  • Organized and highly detail-oriented.
  • Ability to work flexible hours and overtime if required.
  • Knowledge of TRID
  • Knowledge of Agency Conforming (FHA, Conventional, VA and USDA) guidelines
Required experience:
  • Loan Officer: 1 year
  • Mortgage: 1 year
Required license or certification:
  • NMLS ID number


ControlID: 14.234.89 SHR