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Loan Originator Assistant

Loan Originator Assistant

CompanyWintrust
LocationWayzata, 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
TypeFull-Time
Degrees
Experience LevelMid 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.