Loan Officer Assistant (Boise, ID) na CMG Financial

CMG Home Loans is seeking a Loan Officer Assistant (Production Assistant) to support the Loan Officer by ensuring timely closing or loan files by coordinating with operations staff and maintaining proactive communication with customers. The ideal candidate will be comfortable engaging with clients daily and providing exceptional service throughout the loan process.

Essential Duties and Responsibilities:

• Request disclosures
• Will calculate income and run number for loans to make sure viable
• Work with complicated tax returns
• Open escrow, collect fees and order preliminary title report
• Order appraisals
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores
• Assist with marketing initiatives, including event coordination, social media support, and preparation of promotional materials.
• Submit and track expense reports accurately and in a timely manner.
• Provide administrative support to the Regional Manager, including scheduling, preparing reports, and managing correspondence.

Qualifications and Experience:

• 4+ years of experience in the mortgage industry.
• Must have NMLS or be willing to get immediately once started.
• Excellent communication and customer service skills.
• Strong knowledge of mortgage industry and terminology.
• Experience with Byte and other LOS software preferred.
• Proficient in Microsoft Office, Word, Excel, Outlook, etc.
• Excellent communication skills both written and oral.
• Ability to work in a fast-paced fluid environment.
• High level of integrity and confidentiality required.

SUPERVISORY RESPONSIBILITIES:

Direct Reports:    NA

PHYSICAL and ENVIRONMENTAL CONDITIONS

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.