Agent Originator Assistant

Job Profile Summary The Agent Originator Assistant will assist the Personal Mortgage Advisor with documentation and record maintenance, specifically for loan files.

Job Description

Essential Functions:

• Place orders to assist Personal Mortgage Advisor.
• Maintain records and follows up on outstanding documents.
• Compute, record and review data and other information in loan files to document information to respond to requests.
• Prepare and process documents, such as government or business forms.
• Organize documentation and information for loan files.
• Provide assistance to the Personal Mortgage Advisor as needed.
• Provide status updates to the Personal Mortgage Advisor and/or other parties.
• Occasionally assist in branch Marketing duties, as assigned.
• Perform other duties as assigned.

Qualifications and Education Requirements:

• High school diploma required.
• In-depth knowledge of the real estate industry and current trends preferred.
• Possess a good understanding of Conventional and Government guidelines.
• 2+ years’ FHA loan processing experience preferred.
• LOS Encompass experience is preferred.
• Basic knowledge of underwriting terminology.
• Ability to work in a team atmosphere.
• Strong attention to detail and accuracy.
• Effective written and verbal communication skills.

Preferred Skills:

• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.