Unlicensed Loan Assistant

Job Summary

Assisting the Branch Manager with administrative and clerical tasks, the full-time Branch Assistant will support the processing and closing of loan products while working remotely and ensuring compliance with mortgage guidelines.

Key responsibilities

• Assist the Branch Manager and Loan Originators in managing the loan pipeline efficiently
• Schedule appointments with potential customers and provide support throughout the loan transaction process
• Perform general clerical duties, including answering phones, filing, and preparing correspondence

Required qualifications

• High School Diploma or equivalent
• Previous experience in the mortgage or banking field
• Ability to process large amounts of information and utilize designated technology
• Organized and detail-oriented with the ability to prioritize workload based on loan volume
• Knowledge of private and government insured mortgage guidelines