Loan Officer Assistant

  • Fairway Independent Mortgage
  • Scottsdale, AZ, United States
  • Mar 01, 2019
Full time Admin-Clerical

Job Description

The Loan Officer Assistant position supports one or more Loan Officers by ensuring
loan files are complete and loans close as scheduled. Supports the marketing activities
of the assigned loan officers and provides administrative support.
Essential Job Functions:
 Assists Loan Officer in preparing preliminary loan packages for processing by obtaining
missing documentation and other information from customers
 Utilizes information gathered by the Mortgage Loan Originator to prequalify customers
 Responds to customers’ general questions regarding policy and procedures in the absence
of the Loan Officer excluding all licensable activity
 Works with appraisers to obtain official appraisal
 Updates customers, real estate agents, and titles companies on the loan’s progress
 Coordinates and schedules loans closings
 Maintains Loan Officers’ databases of customer information
 Assists Loan Officers with marketing campaigns through mail, email, and internet
 Performs other administrative tasks, such as faxing, emailing, making telephone calls, to
support the Loan Officer
Non-Essential Job Functions:
 Participates in and leads proactive team efforts to achieve departmental and company goals

 Adopts Fairway values in personal work behaviors, decision making, contributions and
interpersonal interactions
 Contributes to a positive work environment by demonstrating cultural expectations and
influencing others to reward performance and value "can do" people, accountability, diversity
and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
 Performs other duties as assigned
Required Knowledge and Skills:
 Solid knowledge and understanding of conventional, government (FHA/VA), and Jumbo
loan requirements
 Solid knowledge and understanding of state and federal real estate lending regulations
 Solid knowledge and understanding of customer service and intrapersonal best practices
Required Education and Experience:
 High School diploma or equivalency degree
 Prior mortgage lending or related sales experienced preferred
 Demonstrated experience analyzing and interpreting data
 Demonstrated experience making solid business decisions with available information
 Demonstrated experience working in a fast paced and changing environment
 Demonstrated experience with attention to detail, written and oral communication, multi-
tasking, and working in a team atmosphere adhering to tight deadlines
 Demonstrated experience with MS Office software products including 10 key