Mortgage Loan Officer Assistant

Morgan Financial

Posted 3 months ago

Full Time

, Florida

In Person

Smart Summary

Responsibilities

The role involves calling prospective leads to schedule appointments and gathering necessary borrower documentation for mortgage applications. The assistant ensures data accuracy in systems and prepares loan packages for approval and closing.

Qualifications

You have 1-3 years of professional experience and are highly energetic, motivated, and detail-oriented. You are comfortable making calls to prospective leads, gathering borrower documents, and preparing packages for loan approval. You will need solid business computer skills and be able to work independently and as part of a team.

Must Have Skills for ATS

Encompass LOS

Mortgage Loan Originator License

NMLS

Job Description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
Is the Mortgage Loan Officer Assistant position right for you?

  • Interested in learning the mortgage industry from the ground up?
  • Want to be part of a wolf pack and less of a lone wolf?
  • Driven to succeed and interested in the success of those around you?
If you answered yes to any of the above, you don't want to be here, you need to be here.


 Morgan Financial is a growing, customer-centric, Mortgage Lender in Melbourne, FL. We are looking for top talent to join our successful team.

 

We're looking for someone to plug-in to our fast-paced environment. We offer a positive and rewarding work environment with competitive compensation and benefits. This position is a full-time position that requires a highly energetic, motivated, and detail-oriented person.   

 

PRIMARY RESPONSIBILITIES 

  • Call prospective leads and schedule to speak with the loan officer
  • Gather borrower documents for mortgage applications
  • Prepare packages for loan approval and closing
  • Verify accuracy of documentation received
  • Ensure accuracy of data input into systems
  • Provide remarkable customer service 
  • Set calendar / Schedule appointments
  • Answer customer questions
  • Maintain (and/or Obtain) a Mortgage Loan Originator License (not required to have before you start)
 To be successful in this position, you will need to be able to:

  • Work both independently and as part of a team
  • Be efficient and proactive in completing tasks and problem solving
  • Be a multi-task master
  • Articulate complex information in an easy to understand manner
  • Solid business computer skills
  • Highly organized with strong attention to detail
  • Take ‘tasks’ away from Mortgage Loan Officers so they can spend more time selling
  • Comfortable with making "cold calls" (you're helping to follow up)
Requirements:

  • 1-3 Years professional experience is required (minimum requirement will vary with education)
  • Mortgage experience is a plus, but not required
  • Familiarity with Encompass LOS is a plus
  • A NMLS Mortgage Loan Originator License is required (or must obtain within six months of hire)
Morgan Financial is an Equal Employment Opportunity employer.
Morgan Financial affords equal employment opportunity to all qualified individuals.

Morgan Financial

Morgan Financial has built a strong reputation as an outstanding mortgage lender; serving the lending needs of real estate professionals and individual homebuyers throughout the state of Florida. We believe in providing a smooth transaction for our clients as well as maintaining client focused throughout the entire loan process. We are a full service lender with an experienced staff offering a combined total of over 40 years of experience in every area of the mortgage lending process, including in-office underwriting. All of our lending specialists are dedicated to pairing our clients with the right loan based on their individual and unique needs. In addition to remarkable service, we are a strong believer in the importance of face-to-face meetings and constant client contact, and we take pride in providing our clients with real time updates and weekly progress reports to all parties involved in the transaction. We look forward to putting our mortgage lending services and experience to work for you, your family and friends. Call today at 321-757-3570.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria