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Loan Officer Assistant (Guild Mortgage)
Ref No.: 16-08194
Location: Lake Oswego, Oregon
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

Responsible for reviewing files for adherence to underwriting standards and ensuring completeness of submission. Contacts borrower and/or mortgage broker to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers.

Essential Functions
  • Track key dates of transaction.
  • Maintain customer contact to ensure follow-up of loan application.
  • Manage client and referral partner databases.
  • Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service.
  • Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
  • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Coordinate, create, track and distribute marketing materials.
  • Send and collect 1003, disclosures and supporting documentation from customer for completion and signatures.
  • Assist through production and underwriting process.
  • Prepare and submit loan application to processing, resolve file issues, conversations with customers, vendors and referral partners.
  • May perform all Loan Officer duties including, but not limited to:
o Acting as primary point of contact for the customer, and keeping the customer informed throughout the process.

o Obtaining an accurate and thorough 1003.

o Analyzing customer's credit and financial scenario, determining appropriate loan product(s), and obtaining accurate AUS findings.

o Pricing a profitable loan and communicating fees to operations team.

o Quoting rates, and making commitments regarding locking to customer.

o Disclosing initial 1003 and disclosures to customer according to regulations.

o Collecting supporting documentation from the customer.

o Discussing product features with customer.

o Submitting a viable loan to processing.

o Reviewing HUD-1 to ensure fees and cash at closing are consistent with commitment to customer.

o Marketing to referral sources to generate leads and loan production.

Perform other duties as assigned.

  • High school diploma or equivalent required.
  • 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.

  • Direct supervision required, depending on experience
  • 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
  • Travel: 0%


Physical: Work is primarily sedentary; occasionally walks and/or stands.

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.

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.







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ControlID: 14.234.89 SHR