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1

loan assistant

  • Answering emails from clients
  • Requesting monthly billing statement for company’s salary loan
  • Updating and providing status of loan applications
  • Booking of approved loan applications
2

loan assistant

  • Process approved loan applications 
  • Make Monthly Billing statements
  • Post review loan documents
  • File disbursed loan documents
3

loan assistant

  • Assist loan officer with providing necessary documents for individuals purchasing or refinancing their homes. 
  • Prepare loan submissions and provide employment verification, bank statements, write offs, titles, etc to get pre-approval from the underwriter. 
  • Communicate with the borrower daily regarding documents needed or updating them on the status of their loan. 
  • Order title documents, appraisals etc and coordinate closings with borrowers, loan officer,  and notary. 
  • Knowledge of Calyx Point and pipleline managament in compliance with state and company guidelines.