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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

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.

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.