Mortgage Loan Assistant Jobs
By Royal Credit Union At New Richmond, WI, United States
A minimum of two (2) years of related experience working in a financial institution or other related sales/customer service position.
Analytical and critical thinking skills sufficient to make decisions regarding daily work that is complex in nature
Strong service & sales skills
Strong interviewing and listening skills
Produce accurate and high-quality materials, data entry, and transactions
Effectively present information and respond to questions from groups of managers
Loan Officer Assistant Jobs
By Bank of England At , Waukesha, 53186, Wi
Ability to collaborate with employees, loan officers and management to resolve issues.
Intermediate computer skills (MS Office, Mortgage Loan Applications/Software)
Must be able to perform essential responsibilities with or without reasonable accommodation.
Prepares mortgage loan file by reviewing loan application, clarifying or obtaining additional information as necessary.
Preliminary research needed on the loan to help determine mortgage eligibility.
Prepares all pre-approvals for Loan Officer to send to the Borrower.

Are you looking for an exciting opportunity to join a team of Mortgage Loan Officers? We are looking for a Mortgage Loan Officer Assistant to join our team and help us provide exceptional customer service to our clients. You will be responsible for assisting with loan processing, loan origination, and customer service. If you have a passion for helping people and are looking for a rewarding career, this could be the perfect job for you!

Overview Mortgage Loan Officer Assistants provide administrative and clerical support to Mortgage Loan Officers. They help with loan processing, customer service, and other tasks related to the loan process. They may also be responsible for preparing loan documents, collecting and verifying customer information, and ensuring compliance with banking regulations. Detailed Job Description Mortgage Loan Officer Assistants are responsible for providing administrative and clerical support to Mortgage Loan Officers. They help with loan processing, customer service, and other tasks related to the loan process. Responsibilities include preparing loan documents, collecting and verifying customer information, and ensuring compliance with banking regulations. They also assist with customer inquiries, loan applications, and loan closings. Additionally, they may be responsible for maintaining customer records, tracking loan progress, and preparing reports. Job Skills Required
• Knowledge of banking regulations and loan processing
• Excellent customer service skills
• Strong organizational and time management skills
• Proficiency in Microsoft Office Suite
• Ability to multitask and prioritize tasks
• Excellent written and verbal communication skills
Job Qualifications
• High school diploma or equivalent
• Previous experience in banking or loan processing
• Knowledge of banking regulations and loan processing
• Ability to work independently and as part of a team
Job Knowledge
• Knowledge of banking regulations and loan processing
• Knowledge of customer service principles and practices
• Knowledge of loan processing procedures
• Knowledge of Microsoft Office Suite
Job Experience
• Previous experience in banking or loan processing
• Previous experience in customer service
• Previous experience in loan processing
Job Responsibilities
• Prepare loan documents and collect customer information
• Verify customer information and ensure compliance with banking regulations
• Assist with customer inquiries, loan applications, and loan closings
• Maintain customer records and track loan progress
• Prepare reports and other documents as needed
• Assist with other tasks related to the loan process