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1
loan officer assistant
- Collected customer information, set up loan format and calculated payments, taxes and insurance
- Prepared and mailed out documents to clients and completed loan applications
- Took all customer service calls and emails and responded to clients questions in a timely matter
- Collected insurance, titles and other documents to prepare loan for funding
- Assisted loan officer in inputting date and completing for escrow
2
loan officer assistant
- Interviewing loan applicants.
- Assisting applicants in selecting the most suitable mortgage option.
- Reviewing loan applications.
- Evaluating applicant financial information including salary, assets, debts and expenses.
- Calculating applicant credit scores.
- Verifying the accuracy of applicant data.
- Approving or rejecting loans.
3
loan officer assistant
- Establish and maintain relationships with active duty service members and Veterans while obtaining information for loan applications.
- Assess clients’ overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information and answering questions about the comprehensive process.
- Managing real estate loan documentation.
- Ensuring compliance with banking regulations.
- Submitting a detailed loan package to the Underwriting department.