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Loan Officer Assistant
Location
Massachusetts
Posted
7 hours ago
Salary
$48K - $50K / year
Seniority
Senior
Job Description
Loan Officer Assistant
ComplyRight, Inc.
• Interface directly with new leads and customers, providing an exceptional, sales-minded onboarding experience. • Provide seamless "out of office" and PTO coverage for your assigned LOs as needed to keep business moving. • Help drive sales generation through marketing support, networking assistance, and lead generation activities as directed by the LO. • Assist with prospect file work, including full application reviews, loan file structuring, product identification/research, and scenario planning using corporate/branch resources. • Request and review client documentation. • Responsible for complex income calculations and file structure integrity. • Clean and "scrub" files, obtain outstanding documentation, and submit complete, accurate loan packages to the Processing team following NNE standard procedures. • Initiate and assist with some or all third-party order requests for active files. • Oversee files currently with the Processing and Closing teams to ensure everything moves smoothly to close according to strict branch standards. • Proactively manage the LOs' active pipelines and conduct regular, formal pipeline review meetings with your paired LOs. • Assist with rate locks, rate negotiations, pricing, and concessions (must be licensed or fully willing to obtain licensing immediately upon hire).
Job Requirements
- Proven background as an LOA, processor, or similar role within the mortgage space.
- A unique blend of a "sales-minded" personality with a rigid, detail-oriented operational skillset.
- Already licensed, or highly motivated and willing to obtain your mortgage loan originator license quickly.
- Availability to occasionally assist clients or support the pipeline outside of standard business hours, including evenings or weekends, as business flow requires.
- High organizational skills to juggle competing priorities across 2 to 3 different Loan Officers.
Benefits
- Additional incentive payout, typically structured as basis points (BPS) or a per-file bonus – paid directly based on LO production
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