Note: The job is a remote job and is open to candidates in USA. Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The Loan Officer Assistant will be a crucial point of contact for clients, ensuring a smooth and efficient process from the initial application through to loan qualification, while also providing organizational support to the team.
Responsibilities
- Conduct initial calls with new clients to review their goals and explain our process
- Handle basic client questions and provide support throughout the process, including guiding them through application instructions
- Scrub and review client applications, follow up on necessary documents, and meticulously organize and save all borrower files
- Assess if a borrower qualifies for a loan or if they require a co-mortgagor
- Complete a pre-approval letter (PAL) on the same day as the application is received, when necessary
- Coordinate with real estate agents and buyers, scheduling calls for senior team members as needed
- Track and manage leads, providing status reports to the team
- Proactively follow up with leads via phone and email, and handle other administrative duties to keep the team organized and efficient
Skills
- Exceptional verbal and written communication skills are essential for interacting with clients and real estate agents
- You must be highly organized, detail-oriented, and capable of managing multiple tasks and deadlines
- A flexible and proactive team player who is self-motivated and enjoys working behind the scenes to help others succeed
- The ability to maintain strict confidentiality with all client personal and financial information
- Tech-savvy and eager to learn new systems. Must be comfortable with a deadline-driven environment and able to remain calm under pressure
- Previous experience in the mortgage or real estate industry is a plus, but not required
Benefits
- Eligibility to participate in a company-sponsored 401(k)
- Vacation benefits
- Eligibility for medical, dental, vision, and prescription drug benefits
- Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
- Life insurance and death benefits
- Critical care insurance
- Personal accidental insurance
- Commuter benefits
- Pet insurance
- Certain time off and leave of absence benefits
- Well-being benefits (e.g., employee assistance program)
- Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)
Company Overview
Rate is a mortgage company that provides mortgage-related services and solutions. It was founded in 2000, and is headquartered in Chicago, Illinois, USA, with a workforce of 5001-10000 employees. Its website is https://www.rate.com.
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