LOA (Loan Officer Assistant) II @ Lake Oconee at BankSouth Mortgage

Summary

BankSouth Mortgage is currently seeking a dedicated and detail-oriented Mortgage Loan Officer Assistant II to join our team in Greensboro, GA. This is a 100% in-office position, supporting a high-volume loan production pipeline and working closely with experienced loan officers to ensure a smooth, efficient, and compliant loan process from start to finish. If you’re an organized, proactive professional with strong communication skills and at least two years of mortgage industry experience, we invite you to bring your talents to a company that values exceptional service and teamwork.

Essential Functions

• Support a combined annual pipeline of over $35 million in production with approximately 96 units
• Assist with preparation and set-up of loan documentation packages
• Review information provided by applicant and loan officer, adjust as necessary with additional information provided.
• Communicate needs list to borrowers via email and phone conversation as directed by the Loan officer
• Review to include program requirements specific to the application.
• Update data to ensure accuracy within income, liabilities, program specifics, and software required fields
• Request initial disclosures be sent as dictated by Team workflow
• Verify initial disclosures for compliance; resend any missing or unsigned disclosures
• Verify all documentation is present in each package according to investor guidelines
• Follow up on requests for documentation to ensure timely receipt as directed by team workflow
• Answer general questions/inquiries from loan applicants
• Consistently maintain our reputation for superior customer satisfaction
• Assist Loan Officer with various business development tasks; including, but not limited to, marketing functions (printing of flyers/ordering supplies), maintaining a social media presence, assisting with event support and other actions as needed to drive production

Compliance

• Responsible for learning, understanding, and practicing required fraud prevention practice, TRID, BSA and OFAC compliance requirements.
• Ensure that BankSouth Mortgage adheres to all applicable federal and state regulations
• Maintain confidentiality of all customer files & associated information

Qualifications/Experience

• Position requires attention to detail
• Must work efficiently and accurately under pressure
• Excellent communication and customer service skills enabling successful contact with clients to obtain missing information or answer queries
• Ability to follow through and accomplish tasks with limited supervision
• Ability to multitask and prioritize workload
• Commitment to staying informed regarding new products and features
• Computer proficiency including, but not limited to desktop underwriting, word processing, data entry, spreadsheet, database software
• Minimum of a high school diploma or GED, 2-year degree preferred
• Minimum two (2) year mortgage industry experience and 3-5 years of strong clerical experience

This job description is not intended to be all-inclusive, and employees will also perform other reasonable related business duties as assigned by immediate supervisor and other management as required.

This organization reserves the right to revise or change job duties as the need arises. This job description does not constitute a written or implied contract of employment.

Please note, we are not working with outside recruiters for this position.

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BankSouth Mortgage is an Equal Employment Opportunity (EEO) Employer committed to diversity in the workplace. It does not discriminate against any qualified employee or applicant on the basis of age, race, color, sex, religion, national origin, disability, protected veteran status, genetic data, gender identity, sexual orientation or other legally protected status.