Overview
Loan Officer Assistant Jobs in Orange, California, USA at Bay Equity
Bay Equity is a full-service retail mortgage lending institution headquartered in Corte Madera. In 2011, 2012 and 2021, San Francisco Business Times named Bay Equity among its “Top 100 Fastest-Growing Private Companies” in the Bay Area. In 2022 Redfin Corporation Acquired our firm.
We are hiring a Loan Officer Assistant for our office.
The Loan Officer Assistant is expected to provide sales support to a top producing team to maintain and build client relationships.
Duties and Responsibilities :
Support top producing Origination Team with general administrative tasks related to promoting loan products to clients and referral partners
Assist Team with obtaining loan conditions from clients and answering questions about the loan process
Input loan application data provided by the borrower into the loan origination software and / or Encompass
Run AUS preapprovals as requested
Submit lock request through Encompass.
Obtain loan rates and pricing
Communicate loan status with referral sources, escrow, Loan Processing, and / or Realtors
Prepare various client and sales communication for the team
Set-up meetings with various potential referral partners
Minimum Requirements :
High School degree or GED
1+ year administrative or origination experience
Experience with Encompass and Excel a plus
Excellent verbal and written communication skills required
Detail and results oriented
Must have a NMLS license
Ability to provide outstanding customer service in fast paced environment
Ability to multi-task and prioritize
We offer a comprehensive benefit package including; medical, dental, vision, life insurance, 401k, and paid time off. Compensation is based on experience and ranges from $35,000 – $36,000 / yr. plus bonus. This is a full-time position.
Bay Equity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Bay Equity is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact our Human Resources Department at [email protected] .
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Title: Loan Officer Assistant
Company: Bay Equity
Location: Orange, California, USA
Category: Finance & Banking (Banking & Finance, Financial Consultant, Accounting & Finance, Finance Assistant), Administrative/Clerical (Banking & Finance, Finance Assistant)
