Loan Originator Assistant
Company | Wintrust |
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Location | Wayzata, MN, USA, Madison, WI, USA, Bloomington, MN, USA, Oconomowoc, WI, USA, Rochester, MN, USA, Eagan, MN, USA, Norridge, IL, USA, Palatine, IL, USA, Middleton, WI, USA, Pleasant Prairie, WI, USA, Crystal Lake, IL, USA, Woodbury, MN, USA |
Salary | $15 – $15 |
Type | Full-Time |
Degrees | |
Experience Level | Mid Level, Senior |
Requirements
- Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
- Must be a self-starter, motivated, energetic, with excellent time-management skills.
- Ability to work independently and take direction.
- Updated and Current knowledge of Fannie/Freddie guidelines.
- Must possess a working knowledge of computers to include MS Word, Excel, and Internet.
- Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing.
Responsibilities
- Assist in the origination, processing, and closing of loans.
- Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research.
- Review files to ensure completeness, accuracy, and compliance.
- Work with internal and external customers.
- Reach out to referral sources (attorneys, agents, etc.) on the Loan Officer’s behalf.
- Assist in marketing the Loan Officer’s services to new prospective referral partners, by utilizing marketing materials.
- Manage day-to-day transactions and relationships with customers and vendors.
- Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc.
- Provide necessary documentation to processing and underwriting departments to ensure timely loan closings.
- Other duties as assigned.
Preferred Qualifications
- Encompass experience preferred.